Intercontinental Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Intercontinental Wealth Advisors, LLC

$416 Million
Q2 2023

A detailed history of Intercontinental Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 4,687 shares of SCHV stock, worth $135,876. This represents 0.08% of its overall portfolio holdings.

Number of Shares

4,687

Previous 4,685 0.04%

Holding current value

$135,876

Previous $307,000 2.28%

% of portfolio

0.08%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 21, 2023	BUY	$63.33 - $67.21 $126 - $134	2 Added 0.04%	4,687 $314,000
Q1 2023 May 03, 2023	BUY	$62.59 - $69.3 $62 - $69	1 Added 0.02%	4,685 $307,000
Q4 2022 Feb 13, 2023	BUY	$59.13 - $69.24 $118 - $138	2 Added 0.04%	4,684 $309,000
Q3 2022 Nov 10, 2022	BUY	$58.51 - $69.02 $117 - $138	2 Added 0.04%	4,682 $274,000
Q1 2022 May 09, 2022	BUY	$67.71 - $74.19 $56,537 - $61,948	835 Added 21.72%	4,680 $334,000

Q4 2021 Feb 08, 2022	BUY	$67.9 - $73.3 $9,845 - $10,628	145 Added 3.92%	3,845 $282,000
Q2 2021 Aug 06, 2021	BUY	$65.81 - $69.75 $243,497 - $258,075	3,700 New	3,700 $253,000

Others Institutions Holding SCHV

# of Institutions

975

Shares Held

358M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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Intercontinental Wealth Advisors, LLC Schwab Strategic Tr Us Large C Transaction History