International Private Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
International Private Wealth Advisors LLC
- $51.8 Billion
- Q1 2024
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 6,830 shares of SCHD stock, worth $526,661. This represents 1.06% of its overall portfolio holdings.
Number of Shares
6,830
Previous 6,874
0.64%
Holding current value
$526,661
Previous $523 Million
5.23%
% of portfolio
1.06%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding SCHD
# of Institutions
1,647Shares Held
271MCall Options Held
1.95MPut Options Held
715K-
Lpl Financial LLC Fort Mill, SC10.8MShares$836 Million0.48% of portfolio
-
Charles Schwab Investment Advisory, Inc. San Francisco, CA9.72MShares$750 Million1.08% of portfolio
-
Morgan Stanley New York, NY9.15MShares$705 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.7.78MShares$600 Million5.64% of portfolio
-
Bank Of America Corp Charlotte, NC7.2MShares$556 Million0.06% of portfolio