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International Private Wealth Advisors LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of International Private Wealth Advisors LLC on SCHD, newest first. How the timeline and the estimate are built.

International Private Wealth Advisors LLC held 8,590 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,590 shares
    Change vs previous 13F -561 shares

    0.14% of the 13F portfolio, value $272,389.

    13F-HR 0001951757-26-001161 filed by International Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,151 shares
    Change vs previous 13F -3,247 shares

    0.17% of the 13F portfolio, value $280,753.

    13F-HR 0001951757-26-000667 filed by International Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 12,398 shares
    Change vs previous 13F +397 shares

    0.21% of the 13F portfolio, value $340,077.

    13F-HR 0001951757-26-000078 filed by International Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 12,001 shares
    Change vs previous 13F -4,290 shares

    0.21% of the 13F portfolio, value $327,627.

    13F-HR 0001951757-25-001292 filed by International Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,291 shares
    Change vs previous 13F -815 shares

    0.37% of the 13F portfolio, value $431,712.

    13F-HR 0001951757-25-000617 filed by International Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 17,106 shares
    Change vs previous 13F -1,344 shares

    0.46% of the 13F portfolio, value $478,284.

    13F-HR 0001951757-25-000354 filed by International Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,450 shares
    Change vs previous 13F +12,699 shares

    0.5% of the 13F portfolio, value $504,054.

    13F-HR 0001951757-25-000144 filed by International Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,751 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $486,132.

    13F-HR 0001951757-24-001174 filed by International Private Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).