International Private Wealth Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History
International Private Wealth Advisors LLC
- $100 Billion
- Q4 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 16,662 shares of SCHM stock, worth $481,365. This represents 0.46% of its overall portfolio holdings.
Number of Shares
16,662
Previous 5,554
200.0%
Holding current value
$481,365
Previous $461 Million
0.05%
% of portfolio
0.46%
Previous 0.68%
Shares
2 transactions
Others Institutions Holding SCHM
# of Institutions
1,001Shares Held
268MCall Options Held
13.2KPut Options Held
1.1K-
Financial Engines Advisors L.L.C. Santa Clara, CA59.4MShares$1.72 Billion3.47% of portfolio
-
Creative Planning Overland Park, KS28.6MShares$826 Million0.77% of portfolio
-
High Tower Advisors, LLC Chicago, IL10.1MShares$291 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO7.58MShares$219 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.48MShares$216 Million2.94% of portfolio