Intercontinental Wealth Advisors, LLC Schwab Strategic Tr Intl Small Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 17,452 shares of SCHC stock, worth $786,038. This represents 0.14% of its overall portfolio holdings.
Number of Shares
17,452
Previous 17,366
0.5%
Holding current value
$786,038
Previous $585,000
0.68%
% of portfolio
0.14%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding SCHC
# of Institutions
511Shares Held
45MCall Options Held
0Put Options Held
0-
Tiaa Trust, National Association Charlotte, NC3.63MShares$163 Million0.41% of portfolio
-
Savant Capital, LLC2.4MShares$108 Million0.61% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA1.92MShares$86.3 Million3.01% of portfolio
-
Tiaa, Fsb St. Louis, MO1.68MShares$75.6 Million0.21% of portfolio
-
Mc Adam, LLC1.45MShares$65.2 Million3.31% of portfolio