Sowell Financial Services LLC Schwab Strategic Tr Intl Divid Transaction History
Sowell Financial Services LLC
- $2.1 Billion
- Q3 2024
A detailed history of Sowell Financial Services LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Sowell Financial Services LLC holds 56,726 shares of SCHY stock, worth $1.41 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
56,726
Previous 57,460
1.28%
Holding current value
$1.41 Million
Previous $1.35 Million
9.6%
% of portfolio
0.07%
Previous 0.07%
Shares
7 transactions
Others Institutions Holding SCHY
# of Institutions
125Shares Held
11.1MCall Options Held
0Put Options Held
100-
Cresset Asset Management, LLC Chicago, IL1.75MShares$43.5 Million0.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA1.05MShares$26.1 Million0.0% of portfolio
-
Summit Asset Management, LLC Memphis, TN828KShares$20.6 Million2.31% of portfolio
-
Souders Financial Advisors541KShares$13.5 Million2.0% of portfolio
-
Pathstone Family Office, LLC Englewood, NJ377KShares$9.37 Million0.06% of portfolio