International Private Wealth Advisors LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, International Private Wealth Advisors LLC holds 27,610 shares of SCHX stock, worth $645,797. This represents 2.74% of its overall portfolio holdings.
Number of Shares
27,610
Previous 28,450
2.95%
Holding current value
$645,797
Previous $1.83 Billion
2.49%
% of portfolio
2.74%
Previous 3.08%
Shares
4 transactions
Others Institutions Holding SCHX
# of Institutions
1,335Shares Held
461MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$3.49 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$653 Million1.88% of portfolio
-
Us Bancorp \De\20.6MShares$482 Million1.81% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$293 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$248 Million25.33% of portfolio