International Private Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
International Private Wealth Advisors LLC
- $68.2 Billion
- Q3 2024
A detailed history of International Private Wealth Advisors LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, International Private Wealth Advisors LLC holds 5,751 shares of SCHD stock, worth $161,545. This represents 0.71% of its overall portfolio holdings.
Number of Shares
5,751
Previous 5,975
3.75%
Holding current value
$161,545
Previous $465 Million
4.63%
% of portfolio
0.71%
Previous 0.78%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,794Shares Held
371MCall Options Held
1.92MPut Options Held
1.16M-
Sumitomo Life Insurance CO26.8MShares$753 Million13.87% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$324 Million0.45% of portfolio
-
Orgel Wealth Management, LLC11.1MShares$311 Million8.18% of portfolio
-
Morgan Stanley New York, NY9.23MShares$259 Million0.06% of portfolio
-
Avantax Advisory Services, Inc.8.5MShares$239 Million4.81% of portfolio