International Private Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History

International Private Wealth Advisors LLC

$104 Billion
Q1 2025

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 17,106 shares of SCHD stock, worth $441,676. This represents 0.46% of its overall portfolio holdings.

Number of Shares

17,106

Previous 18,450 7.28%

Holding current value

$441,676

Previous $504 Million 5.11%

% of portfolio

0.46%

Previous 0.5%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$27.01 - $28.54 $36,301 - $38,357	-1,344 Reduced 7.28%	17,106 $478 Million
Q4 2024 Jan 29, 2025	BUY	$26.93 - $84.95 $341,984 - $1.08 Million	12,699 Added 220.81%	18,450 $504 Million
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

# of Institutions

1,983

Shares Held

865M

Call Options Held

4.82M

Put Options Held

2.73M

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About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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International Private Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History