International Private Wealth Advisors LLC Schwab Strategic U.S. Mid Cap 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 U.S. Mid Cap stock. As of the latest transaction made, International Private Wealth Advisors LLC holds 5,554 shares of SCHM stock, worth $161,232. This represents 0.68% of its overall portfolio holdings.
Number of Shares
5,554
Previous 5,554
-0.0%
Holding current value
$161,232
Previous $432 Million
6.76%
% of portfolio
0.68%
Previous 0.73%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
929Shares Held
95.9MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$616 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$285 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$92.2 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$66.3 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$64.8 Million2.77% of portfolio