International Private Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
International Private Wealth Advisors LLC
- $51.8 Billion
- Q1 2024
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 6,830 shares of SCHD stock, worth $554,459. This represents 1.06% of its overall portfolio holdings.
Number of Shares
6,830
Previous 6,874
0.64%
Holding current value
$554,459
Previous $523 Million
5.23%
% of portfolio
1.06%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,639Shares Held
273MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$880 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$789 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$743 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$726 Million15.07% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$631 Million5.64% of portfolio