Elmwood Wealth Management, Inc. Schwab Strategic Tr Intl Small Transaction History

Elmwood Wealth Management, Inc.

  • $219 Million
  • Q1 2024

A detailed history of Elmwood Wealth Management, Inc. transactions in Schwab Strategic Tr Intl Small stock. As of the latest transaction made, Elmwood Wealth Management, Inc. holds 58,977 shares of SCHC stock, worth $2.1 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares
58,977
Previous 9,908 495.25%
Holding current value
$2.1 Million
Previous $345,000 511.88%
% of portfolio
0.97%
Previous 0.25%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 10, 2024
BUY
$33.2 - $35.86 $1.63 Million - $1.76 Million
49,069 Added 495.25%
58,977 $2.11 Million
Q4 2023

Jan 30, 2024
SELL
$30.0 - $35.05 $1.33 Million - $1.55 Million
-44,200 Reduced 81.69%
9,908 $345,000
Q3 2023

Nov 15, 2023
SELL
$32.0 - $35.51 $8,000 - $8,877
-250 Reduced 0.46%
54,108 $1.74 Million
Q2 2023

Aug 10, 2023
SELL
$32.67 - $34.58 $52,206 - $55,258
-1,598 Reduced 2.86%
54,358 $1.84 Million
Q1 2023

Apr 28, 2023
BUY
$31.54 - $34.93 $113,070 - $125,224
3,585 Added 6.85%
55,956 $1.89 Million
Q4 2022

Jan 25, 2023
SELL
$29.55 - $32.98 $827,843 - $923,934
-28,015 Reduced 34.85%
52,371 $0
Q3 2022

Nov 14, 2022
BUY
N/A
3,140 Added 4.06%
80,386 $2.23 Million
Q2 2022

Jul 12, 2022
BUY
N/A
1,585 Added 2.09%
77,246 $2.41 Million
Q1 2022

May 16, 2022
BUY
N/A
10,845 Added 16.73%
75,661 $2.87 Million
Q4 2021

Feb 08, 2022
BUY
N/A
10,761 Added 19.91%
64,816 $2.65 Million
Q2 2021

Aug 13, 2021
BUY
N/A
2,661 Added 5.18%
54,055 $2.25 Million
Q1 2021

May 13, 2021
BUY
N/A
8,996 Added 21.22%
51,394 $0
Q2 2020

Aug 13, 2020
SELL
N/A
-4,838 Reduced 10.24%
42,398 $1.25 Million
Q1 2020

May 12, 2020
SELL
N/A
-5,051 Reduced 9.66%
47,236 $0
Q4 2019

Feb 05, 2020
BUY
N/A
662 Added 1.28%
52,287 $1.81 Million
Q3 2019

Nov 13, 2019
SELL
N/A
-1,214 Reduced 2.3%
51,625 $1.64 Million
Q2 2019

Aug 07, 2019
BUY
N/A
6,090 Added 13.03%
52,839 $1.73 Million
Q1 2019

May 22, 2019
SELL
N/A
-9,291 Reduced 16.58%
46,749 $1.51 Million
Q4 2018

Feb 14, 2019
BUY
N/A
3,588 Added 6.84%
56,040 $0
Q3 2018

Oct 11, 2018
BUY
N/A
2,886 Added 5.82%
52,452 $1.87 Billion
Q2 2018

Aug 22, 2018
BUY
N/A
2,330 Added 4.93%
49,566 $1.79 Billion
Q1 2018

May 10, 2018
BUY
N/A
47,236 New
47,236 $1.72 Billion

Others Institutions Holding SCHC

# of Institutions
405
Shares Held
88.1M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR INTL SMALL

SCHC Quotes by TradingView
  • Ticker SCHC
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More about SCHC
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