International Private Wealth Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

International Private Wealth Advisors LLC

  • $100 Billion
  • Q4 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 16,662 shares of SCHM stock, worth $479,032. This represents 0.46% of its overall portfolio holdings.

Number of Shares
16,662
Previous 5,554 200.0%
Holding current value
$479,032
Previous $461 Million 0.05%
% of portfolio
0.46%
Previous 0.68%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$27.54 - $83.04 $305,914 - $922,408
11,108 Added 200.0%
16,662 $462 Million
Q4 2023

May 10, 2024
BUY
$63.01 - $75.95 $349,957 - $421,826
5,554 New
5,554 $418 Million

Others Institutions Holding SCHM

# of Institutions
980
Shares Held
173M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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