A detailed history of International Private Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, International Private Wealth Advisors LLC holds 5,751 shares of SCHD stock, worth $167,354. This represents 0.71% of its overall portfolio holdings.

Number of Shares
5,751
Previous 5,975 3.75%
Holding current value
$167,354
Previous $465 Million 4.63%
% of portfolio
0.71%
Previous 0.78%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$77.02 - $85.06 $17,252 - $19,053
-224 Reduced 3.75%
5,751 $486 Million
Q2 2024

Jul 31, 2024

SELL
$75.81 - $80.15 $64,817 - $68,528
-855 Reduced 12.52%
5,975 $465 Million
Q1 2024

May 10, 2024

SELL
$75.25 - $80.63 $3,311 - $3,547
-44 Reduced 0.64%
6,830 $551 Million
Q4 2023

May 10, 2024

BUY
$66.9 - $76.32 $459,870 - $524,623
6,874 New
6,874 $523 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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