International Assets Investment Management, LLC Schwab Strategic Tr Us Large C Transaction History

International Assets Investment Management, LLC

$36.5 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$58.7 - $64.78 $14,088 - $15,547	240 New	240 $15.4 Million
Q4 2023 Jan 24, 2024	BUY	$48.47 - $56.6 $1.13 Million - $1.32 Million	23,350 New	23,350 $414,000
Q3 2022 Oct 31, 2022	BUY	$42.35 - $51.01 $1.52 Million - $1.83 Million	35,875 New	35,875 $1.8 Million

Others Institutions Holding SCHX

# of Institutions

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

Creative Planning Overland Park, KS

27.9M
Shares

$653 Million
1.88% of portfolio
Moneta Group Investment Advisors LLC St Louis, MO

25.6M
Shares

$599 Million
18.81% of portfolio
Us Bancorp \De\

20.6M
Shares

$482 Million
1.81% of portfolio
Mercer Global Advisors Inc Denver, CO

13.9M
Shares

$326 Million
2.07% of portfolio
Sei Investments CO Oaks, PA

12.4M
Shares

$289 Million
1.12% of portfolio

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