International Private Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
International Private Wealth Advisors LLC
- $68.2 Billion
- Q3 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 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
Others Institutions Holding SCHD
# of Institutions
1,753Shares Held
275MCall Options Held
1.92MPut Options Held
1.16M-
Lpl Financial LLC Fort Mill, SC11.5MShares$338 Million0.45% of portfolio
-
Morgan Stanley New York, NY9.23MShares$271 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$262 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$250 Million4.81% of portfolio
-
Bank Of America Corp Charlotte, NC7.41MShares$218 Million0.05% of portfolio