Iag Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

A detailed history of Iag Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 6,988 shares of SCHX stock, worth $162,121. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,988

Previous 6,988 -0.0%

Holding current value

$162,121

Previous $448,000 5.8%

% of portfolio

0.09%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$58.7 - $64.78 $105,483 - $116,409	-1,797 Reduced 20.46%	6,988 $448,000
Q1 2024 Apr 24, 2024	BUY	$55.41 - $62.08 $35,296 - $39,544	637 Added 7.82%	8,785 $545,000
Q3 2023 Oct 24, 2023	SELL	$50.36 - $54.21 $98,000 - $105,492	-1,946 Reduced 19.28%	8,148 $412,000
Q2 2023 Aug 10, 2023	BUY	$47.67 - $52.37 $21,260 - $23,357	446 Added 4.62%	10,094 $528,000
Q1 2023 Apr 25, 2023	BUY	$44.78 - $49.41 $252,290 - $278,375	5,634 Added 140.36%	9,648 $466,000
Q4 2022 Feb 08, 2023	BUY	$42.25 - $48.16 $47,066 - $53,650	1,114 Added 38.41%	4,014 $181,000
Q1 2022 May 04, 2022	BUY	$49.51 - $57.27 $87,682 - $101,425	1,771 Added 156.86%	2,900 $156,000
Q4 2021 Feb 14, 2022	SELL	$51.9 - $57.29 $4,515 - $4,984	-87 Reduced 7.15%	1,129 $129,000
Q4 2019 Feb 11, 2021	BUY	$34.42 - $38.54 $41,854 - $46,864	1,216 New	1,216 $94,000

Others Institutions Holding SCHX

# of Institutions

1,350

Shares Held

348M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

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

News

Stay updated on Iag Wealth Partners, LLC with notifications on news.

Account

Iag Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History