International Private Wealth Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

International Private Wealth Advisors LLC

  • $104 Billion
  • Q1 2025

A detailed history of International Private Wealth Advisors LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, International Private Wealth Advisors LLC holds 16,662 shares of SCHM stock, worth $453,706. This represents 0.42% of its overall portfolio holdings.

Number of Shares
16,662
Previous 16,662 -0.0%
Holding current value
$453,706
Previous $462 Million 5.45%
% of portfolio
0.42%
Previous 0.46%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$27.54 - $83.04 $305,914 - $922,408
11,108 Added 200.0%
16,662 $462 Million
Q4 2023

May 10, 2024
BUY
$63.01 - $75.95 $349,957 - $421,826
5,554 New
5,554 $418 Million

Others Institutions Holding SCHM

# of Institutions
1,004
Shares Held
283M
Call Options Held
45.7K
Put Options Held
5.47K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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.

Choose your preferred platform and Sign Up 👇 Telegram Email