International Private Wealth Advisors LLC Schwab Strategic Tr Us Dividen 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 Dividen stock. As of the latest transaction made, International Private Wealth Advisors LLC holds 18,450 shares of SCHD stock, worth $512,172. This represents 0.5% of its overall portfolio holdings.
Number of Shares
18,450
Previous 5,751
220.81%
Holding current value
$512,172
Previous $486 Million
3.69%
% of portfolio
0.5%
Previous 0.71%
Shares
5 transactions
Others Institutions Holding SCHD
# of Institutions
1,948Shares Held
833MCall Options Held
4.82MPut Options Held
2.73M-
Bank Of America Corp Charlotte, NC49.6MShares$1.38 Billion0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC36.3MShares$1.01 Billion0.42% of portfolio
-
Morgan Stanley New York, NY28.5MShares$790 Million0.06% of portfolio
-
Sumitomo Life Insurance CO26.8MShares$745 Million13.87% of portfolio
-
Avantax Advisory Services, Inc.26MShares$722 Million4.56% of portfolio