International Private Wealth Advisors LLC Schwab Strategic Tr Us Large C Transaction History
International Private Wealth Advisors LLC
- $100 Billion
- Q4 2024
A detailed history of International Private Wealth Advisors LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, International Private Wealth Advisors LLC holds 70,624 shares of SCHX stock, worth $1.69 Million. This represents 1.63% of its overall portfolio holdings.
Number of Shares
70,624
Previous 27,610
155.79%
Holding current value
$1.69 Million
Previous $1.87 Billion
12.61%
% of portfolio
1.63%
Previous 2.74%
Shares
5 transactions
Others Institutions Holding SCHX
# of Institutions
1,380Shares Held
496MCall Options Held
34.3KPut Options Held
1.2K-
Creative Planning Overland Park, KS27.9MShares$666 Million1.88% of portfolio
-
Moneta Group Investment Advisors LLC St Louis, MO25.6MShares$611 Million18.81% of portfolio
-
Sage Financial Group Inc24.9MShares$594 Million46.39% of portfolio
-
Us Bancorp \De\20.6MShares$492 Million1.81% of portfolio
-
Campbell Wealth Management15.8MShares$377 Million32.92% of portfolio