Intercontinental Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Intercontinental Wealth Advisors, LLC

$416 Million
Q2 2023

A detailed history of Intercontinental Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 5,401 shares of SCHX stock, worth $123,088. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,401

Previous 6,755 20.04%

Holding current value

$123,088

Previous $326,000 13.5%

% of portfolio

0.07%

Previous 0.08%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 21, 2023	SELL	$47.67 - $52.37 $64,545 - $70,908	-1,354 Reduced 20.04%	5,401 $282,000
Q1 2023 May 03, 2023	SELL	$44.78 - $49.41 $20,016 - $22,086	-447 Reduced 6.21%	6,755 $326,000
Q4 2022 Feb 13, 2023	SELL	$42.25 - $48.16 $4,478 - $5,104	-106 Reduced 1.45%	7,202 $325,000
Q3 2022 Nov 10, 2022	BUY	$42.35 - $51.01 $6,267 - $7,549	148 Added 2.07%	7,308 $309,000
Q2 2022 Aug 05, 2022	BUY	$43.35 - $54.51 $310,386 - $390,291	7,160 New	7,160 $320,000

Others Institutions Holding SCHX

# of Institutions

1,472

Shares Held

1.07B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
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Intercontinental Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History