International Private Wealth Advisors LLC Schwab Strategic Tr Us Dividen Transaction History
International Private Wealth Advisors LLC
- $59.3 Billion
- Q2 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 5,975 shares of SCHD stock, worth $167,957. This represents 0.78% of its overall portfolio holdings.
Number of Shares
5,975
Previous 6,830
12.52%
Holding current value
$167,957
Previous $551 Million
15.63%
% of portfolio
0.78%
Previous 1.06%
Shares
3 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio