Intercontinental Wealth Advisors, LLC Schwab Strategic Tr Us Emergin Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 14,150 shares of SCHE stock, worth $375,541. This represents 0.08% of its overall portfolio holdings.
Number of Shares
14,150
Previous 14,150
-0.0%
Holding current value
$375,541
Previous $346,000
0.58%
% of portfolio
0.08%
Previous 0.09%
Shares
6 transactions
Others Institutions Holding SCHE
# of Institutions
834Shares Held
144MCall Options Held
24.2KPut Options Held
300-
Creative Planning Overland Park, KS20.4MShares$542 Million0.53% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$496 Million1.05% of portfolio
-
High Tower Advisors, LLC Chicago, IL8.37MShares$222 Million0.31% of portfolio
-
Sage View Advisory Group, LLC Newport Beach, CA3.48MShares$92.3 Million3.99% of portfolio
-
Envestnet Asset Management Inc2.33MShares$61.9 Million0.02% of portfolio