Rockefeller Capital Management L.P. Schwab Strategic Tr Intl Divid Transaction History

Rockefeller Capital Management L.P.

$36.3 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 12, 2021	SELL	$24.9 - $26.47 $49 - $52	-2 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$24.83 - $26.55 $49 - $53	2 New	2 $0

Others Institutions Holding SCHY

# of Institutions

126

Shares Held

9.64M

Call Options Held

0

Put Options Held

0

Cresset Asset Management, LLC Chicago, IL

1.98M
Shares

$45.9 Million
0.2% of portfolio
Summit Asset Management, LLC Memphis, TN

841K
Shares

$19.5 Million
2.54% of portfolio
Souders Financial Advisors

525K
Shares

$12.2 Million
2.01% of portfolio
Pathstone Family Office, LLC Englewood, NJ

377K
Shares

$8.75 Million
0.06% of portfolio
Envestnet Asset Management Inc

328K
Shares

$7.6 Million
0.0% of portfolio

About SCHWAB STRATEGIC TR INTL DIVID

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