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Intercontinental Wealth Advisors, LLC

SEC CIK
0001709698
Latest filing
Jul 21, 2023

SCHW holding history

Schwab Charles Corp in every 13F filed by Intercontinental Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SCHW overviewAll 13F holders of SCHWFull Q2 2023 holdings

Shares (Q2 2023)
11,367
Value
$644.3K
% of portfolio
0.2%
Quarters held
2
Since Q1 2023
Holdings of SCHW by Intercontinental Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202311,367$644.3K0.2%+642+6.0%AddedHolders
Q1 202310,725$561.8K0.1%+10,725NewHolders