International Private Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History
International Private Wealth Advisors LLC
- $59.3 Billion
- Q2 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 28,450 shares of SCHX stock, worth $1.93 Million. This represents 3.08% of its overall portfolio holdings.
Number of Shares
28,450
Previous 32,184
11.6%
Holding current value
$1.93 Million
Previous $2 Billion
8.48%
% of portfolio
3.08%
Previous 3.85%
Shares
3 transactions
Others Institutions Holding SCHX
# of Institutions
1,316Shares Held
447MCall Options Held
24.7KPut Options Held
3.6K-
Charles Schwab Investment Management Inc San Francisco, CA149MShares$10.1 Billion1.85% of portfolio
-
Creative Planning Overland Park, KS28.2MShares$1.91 Billion1.94% of portfolio
-
Us Bancorp \De\14.3MShares$970 Million1.26% of portfolio
-
Sei Investments CO Oaks, PA12.5MShares$849 Million1.17% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA10.6MShares$718 Million25.33% of portfolio