International Private Wealth Advisors LLC Schwab Strategic U.S. Mid Cap 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 U.S. Mid Cap stock. As of the latest transaction made, International Private Wealth Advisors LLC holds 5,554 shares of SCHM stock, worth $153,345. This represents 0.73% of its overall portfolio holdings.
Number of Shares
5,554
Previous 5,554
-0.0%
Holding current value
$153,345
Previous $452 Million
4.42%
% of portfolio
0.73%
Previous 0.87%
Shares
1 transactions
Others Institutions Holding SCHM
# of Institutions
925Shares Held
96.2MCall Options Held
6.2KPut Options Held
3K-
Financial Engines Advisors L.L.C. Santa Clara, CA21.2MShares$586 Million3.68% of portfolio
-
Creative Planning Overland Park, KS9.83MShares$271 Million0.81% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.18MShares$87.7 Million0.39% of portfolio
-
Northwestern Mutual Wealth Management CO2.28MShares$63 Million0.18% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO2.23MShares$61.6 Million2.77% of portfolio