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 $353,657. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,401
Previous 6,755 20.04%
Holding current value
$353,657
Previous $326,000 13.5%
% of portfolio
0.07%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$44.01 - $48.16 $4,665 - $5,104
-106 Reduced 1.45%
7,202 $325,000
Q3 2022

Nov 10, 2022
BUY
N/A
148 Added 2.07%
7,308 $309,000
Q2 2022

Aug 05, 2022
BUY
N/A
7,160 New
7,160 $320,000

Others Institutions Holding SCHX

# of Institutions
1,259
Shares Held
426M
Call Options Held
40.4K
Put Options Held
1.4K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHX Quotes by TradingView
  • Ticker SCHX
  • Sector ETFs
  • Industry ETFs
More about SCHX
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