International Private Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History
International Private Wealth Advisors LLC
- $100 Billion
- Q4 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 70,624 shares of SCHX stock, worth $1.7 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
70,624
Previous 27,610
155.79%
Holding current value
$1.7 Million
Previous $1.87 Billion
12.61%
% of portfolio
1.63%
Previous 2.74%
Shares
5 transactions
Others Institutions Holding SCHX
# of Institutions
1,399Shares Held
737MCall Options Held
34.3KPut Options Held
1.2K-
Us Bancorp \De\206MShares$4.97 Billion6.33% of portfolio
-
Creative Planning Overland Park, KS27.9MShares$672 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$616 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$598 Million46.39% of portfolio
-
Campbell Wealth Management15.8MShares$380 Million32.92% of portfolio