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 5,751 shares of SCHD stock, worth $168,791. This represents 0.71% of its overall portfolio holdings.

Number of Shares
5,751
Previous 5,975 3.75%
Holding current value
$168,791
Previous $465 Million 4.63%
% of portfolio
0.71%
Previous 0.78%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024

SELL
$77.02 - $85.06 $17,252 - $19,053
-224 Reduced 3.75%
5,751 $486 Million
Q2 2024

Jul 31, 2024

SELL
$75.81 - $80.15 $64,817 - $68,528
-855 Reduced 12.52%
5,975 $465 Million
Q1 2024

May 10, 2024

SELL
$75.25 - $80.63 $3,311 - $3,547
-44 Reduced 0.64%
6,830 $551 Million
Q4 2023

May 10, 2024

BUY
$66.9 - $76.32 $459,870 - $524,623
6,874 New
6,874 $523 Million

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track International Private Wealth Advisors LLC Portfolio

Follow International Private Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of International Private Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on International Private Wealth Advisors LLC with notifications on news.