Ima Wealth, Inc. Schwab Strategic Tr Us Dividen Transaction History

Ima Wealth, Inc.

$458 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$63.23 - $73.67 $9,105 - $10,608	-144 Closed	0 $0
Q4 2020 Feb 08, 2021	SELL	$54.8 - $65.16 $569,974 - $677,729	-10,401 Reduced 98.63%	144 $9,000
Q3 2020 Nov 16, 2020	SELL	$50.37 - $58.54 $48,707 - $56,608	-967 Reduced 8.4%	10,545 $583,000
Q2 2020 Aug 13, 2020	SELL	$43.56 - $56.5 $39,029 - $50,624	-896 Reduced 7.22%	11,512 $596,000
Q1 2020 Apr 14, 2020	SELL	$39.5 - $59.28 $71,337 - $107,059	-1,806 Reduced 12.71%	12,408 $558,000
Q4 2019 Feb 24, 2020	SELL	$52.87 - $58.15 $73,806 - $81,177	-1,396 Reduced 8.94%	14,214 $823,000
Q3 2019 Oct 29, 2019	SELL	$54.39 - $55.76 $50,854 - $52,135	-935 Reduced 5.65%	15,610 $855,000
Q2 2019 Jul 19, 2019	SELL	N/A	-931 Reduced 5.33%	16,545 $878,000
Q1 2019 May 09, 2019	SELL	N/A	-2,759 Reduced 13.63%	17,476 $914,000
Q4 2018 Jan 15, 2019	SELL	N/A	-7,140 Reduced 26.08%	20,235 $950,000
Q3 2018 Oct 18, 2018	SELL	N/A	-2,173 Reduced 7.35%	27,375 $1.45 Million
Q2 2018 Aug 01, 2018	SELL	N/A	-7,316 Reduced 19.85%	29,548 $1.46 Million
Q1 2018 Apr 20, 2018	SELL	N/A	-716 Reduced 1.91%	36,864 $1.81 Million
Q4 2017 Feb 05, 2018	BUY	N/A	37,580	37,580 $1.92 Million

Others Institutions Holding SCHD

# of Institutions

1,751

Shares Held

275M

Call Options Held

1.92M

Put Options Held

1.16M

About SCHWAB STRATEGIC TR US DIVIDEN

Ticker SCHD
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