International Private Wealth Advisors LLC Schwab Strategic U.S. Mid Cap 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 U.S. Mid Cap stock. As of the latest transaction made, International Private Wealth Advisors LLC holds 5,554 shares of SCHM stock, worth $156,011. This represents 0.68% of its overall portfolio holdings.
Number of Shares
5,554
Previous 5,554
-0.0%
Holding current value
$156,011
Previous $432 Million
6.76%
% of portfolio
0.68%
Previous 0.73%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
950Shares Held
108MCall Options Held
8.1KPut Options Held
3.6K-
Financial Engines Advisors L.L.C. Santa Clara, CA25.9MShares$728 Million4.42% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$276 Million0.81% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO7.18MShares$202 Million6.46% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.26MShares$91.5 Million0.4% of portfolio
-
Northwestern Mutual Wealth Management CO2.37MShares$66.6 Million0.18% of portfolio