Intercontinental Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 14,150 shares of SCHE stock, worth $479,543. This represents 0.08% of its overall portfolio holdings.
Number of Shares
14,150
Previous 14,150
-0.0%
Holding current value
$479,543
Previous $346,000
0.58%
% of portfolio
0.08%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding SCHE
# of Institutions
866Shares Held
151MCall Options Held
27.8KPut Options Held
0-
Creative Planning Overland Park, KS19.5MShares$662 Million0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA17.6MShares$597 Million1.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$344 Million0.4% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.76MShares$128 Million4.39% of portfolio
-
Northwestern Mutual Wealth Management CO3.69MShares$125 Million0.08% of portfolio