Red Tortoise LLC Schwab Strategic Tr Intl Divid Transaction History
Red Tortoise LLC
- $199 Million
- Q3 2024
A detailed history of Red Tortoise LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Red Tortoise LLC holds 5,775 shares of SCHY stock, worth $133,922. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,775
Previous 2,995
92.82%
Holding current value
$133,922
Previous $70,000
115.71%
% of portfolio
0.08%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding SCHY
# of Institutions
126Shares Held
9.64MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL1.98MShares$45.9 Million0.2% of portfolio
-
Summit Asset Management, LLC Memphis, TN841KShares$19.5 Million2.54% of portfolio
-
Souders Financial Advisors525KShares$12.2 Million2.01% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$8.75 Million0.06% of portfolio
-
Envestnet Asset Management Inc328KShares$7.6 Million0.0% of portfolio