Wealth Preservation Advisors, LLC Schwab Strategic Tr Intl Divid Transaction History
Wealth Preservation Advisors, LLC
- $172 Billion
- Q3 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Schwab Strategic Tr Intl Divid stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 158 shares of SCHY stock, worth $4,596. This represents 0.0% of its overall portfolio holdings.
Number of Shares
158
Previous 158
-0.0%
Holding current value
$4,596
Previous $4.32 Million
2.18%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SCHY
# of Institutions
157Shares Held
12.6MCall Options Held
0Put Options Held
0-
Cresset Asset Management, LLC Chicago, IL3.27MShares$95.3 Million0.43% of portfolio
-
Summit Asset Management, LLC Memphis, TN635KShares$18.5 Million2.78% of portfolio
-
Hamel Associates, Inc.631KShares$18.3 Million5.42% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ546KShares$15.9 Million0.02% of portfolio
-
High Tower Advisors, LLC Chicago, IL429KShares$12.5 Million0.01% of portfolio