Intercontinental Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Intercontinental Wealth Advisors, LLC

$416 Million
Q2 2023

A detailed history of Intercontinental Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 3,930 shares of SCHD stock, worth $107,053. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,930

Previous 3,300 19.09%

Holding current value

$107,053

Previous $241,000 18.26%

% of portfolio

0.07%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 21, 2023	BUY	$69.18 - $73.94 $43,583 - $46,582	630 Added 19.09%	3,930 $285,000
Q4 2020 Feb 19, 2021	SELL	$54.8 - $65.16 $21,920 - $26,064	-400 Reduced 10.81%	3,300 $212,000
Q3 2020 Jan 19, 2021	SELL	$50.37 - $58.54 $5,037 - $5,854	-100 Reduced 2.63%	3,700 $203,000
Q1 2020 Jan 19, 2021	BUY	$39.5 - $59.28 $19,750 - $29,640	500 Added 15.15%	3,800 $199,000
Q4 2019 Feb 07, 2020	SELL	$52.87 - $58.15 $21,148 - $23,260	-400 Reduced 10.81%	3,300 $194,000

Q3 2019 Oct 09, 2019	SELL	$54.39 - $55.76 $5,439 - $5,576	-100 Reduced 2.63%	3,700 $203,000
Q1 2019 May 08, 2019	SELL	N/A	-400 Reduced 9.52%	3,800 $199,000
Q4 2018 Jan 31, 2019	BUY	N/A	4,200 New	4,200 $197,000

Others Institutions Holding SCHD

# of Institutions

2,058

Shares Held

869M

Call Options Held

4.95M

Put Options Held

2.61M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
Sector ETFs
Industry ETFs

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Intercontinental Wealth Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History