Ima Wealth, Inc. Schwab Strategic Tr Us Large C Transaction History

Ima Wealth, Inc.

$914 Million
Q2 2025

A detailed history of Ima Wealth, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ima Wealth, Inc. holds 42,558 shares of SCHV stock, worth $1.23 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

42,558

Previous 42,558 -0.0%

Holding current value

$1.23 Million

Previous $1.13 Million 4.07%

% of portfolio

0.13%

Previous 0.13%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$25.77 - $27.6 $530,965 - $568,670	20,604 Added 93.85%	42,558 $1.13 Million
Q4 2024 Feb 14, 2025	BUY	$25.79 - $80.4 $377,462 - $1.18 Million	14,636 Added 200.0%	21,954 $572,000
Q3 2024 Nov 14, 2024	BUY	$73.43 - $80.37 $537,360 - $588,147	7,318 New	7,318 $588,000
Q2 2024 Jul 25, 2024	BUY	$71.74 - $75.86 $524,993 - $555,143	7,318 New	7,318 $542,000
Q2 2023 Aug 15, 2023	SELL	$63.33 - $67.21 $75,932 - $80,584	-1,199 Reduced 12.6%	8,316 $557,000
Q1 2023 May 15, 2023	BUY	$62.59 - $69.3 $51,010 - $56,479	815 Added 9.37%	9,515 $623,000
Q4 2022 Feb 15, 2023	SELL	$59.13 - $69.24 $49,137 - $57,538	-831 Reduced 8.72%	8,700 $574,000
Q2 2022 Aug 18, 2022	SELL	$60.93 - $72.3 $25,164 - $29,859	-413 Reduced 4.15%	9,531 $595,000
Q1 2022 Jun 13, 2022	SELL	$67.71 - $74.19 $1,354 - $1,483	-20 Reduced 0.2%	9,944 $710,000
Q4 2021 Feb 14, 2022	BUY	$67.9 - $73.3 $679 - $733	10 Added 0.1%	9,964 $730,000
Q3 2021 Nov 03, 2021	SELL	$66.91 - $71.05 $18,400 - $19,538	-275 Reduced 2.69%	9,954 $672,000
Q1 2021 May 13, 2021	BUY	$58.71 - $65.66 $23,014 - $25,738	392 Added 3.98%	10,229 $668,000
Q4 2020 Feb 08, 2021	SELL	$50.83 - $59.53 $634,409 - $742,993	-12,481 Reduced 55.92%	9,837 $586,000
Q3 2020 Nov 16, 2020	BUY	$49.44 - $54.86 $27,093 - $30,063	548 Added 2.52%	22,318 $1.17 Million
Q2 2020 Aug 13, 2020	SELL	$42.21 - $55.29 $850,742 - $1.11 Million	-20,155 Reduced 48.07%	21,770 $1.09 Million
Q1 2020 Apr 14, 2020	SELL	$38.4 - $61.03 $96,998 - $154,161	-2,526 Reduced 5.68%	41,925 $1.86 Million
Q4 2019 Feb 24, 2020	SELL	$54.73 - $60.25 $129,381 - $142,431	-2,364 Reduced 5.05%	44,451 $2.67 Million
Q3 2019 Oct 29, 2019	SELL	$56.56 - $57.5 $107,294 - $109,077	-1,897 Reduced 3.89%	46,815 $2.66 Million
Q2 2019 Jul 19, 2019	SELL	N/A	-4,140 Reduced 7.83%	48,712 $2.74 Million
Q1 2019 May 09, 2019	SELL	N/A	-4,148 Reduced 7.28%	52,852 $2.89 Million
Q4 2018 Jan 15, 2019	SELL	N/A	-8,501 Reduced 12.98%	57,000 $2.81 Million
Q3 2018 Oct 18, 2018	SELL	N/A	-4,873 Reduced 6.92%	65,501 $3.67 Million
Q2 2018 Aug 01, 2018	SELL	N/A	-25,818 Reduced 26.84%	70,374 $3.74 Million
Q1 2018 Apr 20, 2018	SELL	N/A	-17,396 Reduced 15.31%	96,192 $5.08 Million
Q4 2017 Feb 05, 2018	BUY	N/A	113,588	113,588 $6.21 Million

Others Institutions Holding SCHV

# of Institutions

967

Shares Held

343M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.

Account