Mutual Advisors, LLC Schwab Strategic Tr Intl Divid Transaction History
Mutual Advisors, LLC
- $3.31 Billion
- Q4 2024
A detailed history of Mutual Advisors, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Mutual Advisors, LLC holds 36,697 shares of SCHY stock, worth $878,159. This represents 0.03% of its overall portfolio holdings.
Number of Shares
36,697
Previous 48,807
24.81%
Holding current value
$878,159
Previous $1.28 Million
33.59%
% of portfolio
0.03%
Previous 0.04%
Shares
9 transactions
Others Institutions Holding SCHY
# of Institutions
130Shares Held
9.54MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$47.4 Million0.2% of portfolio
-
Summit Asset Management, LLC Memphis, TN669KShares$16 Million1.72% of portfolio
-
Souders Financial Advisors525KShares$12.6 Million2.01% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.03 Million0.06% of portfolio
-
Envestnet Asset Management Inc328KShares$7.84 Million0.0% of portfolio