Iht Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Iht Wealth Management, LLC

$3.44 Billion
Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Iht Wealth Management, LLC holds 104,841 shares of SCHA stock, worth $2.79 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

104,841

Previous 63,526 65.04%

Holding current value

$2.79 Million

Previous $3.01 Million 79.13%

% of portfolio

0.16%

Previous 0.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$46.9 - $51.96 $1.94 Million - $2.15 Million	41,315 Added 65.04%	104,841 $5.4 Million
Q2 2024 Aug 14, 2024	BUY	$45.24 - $49.04 $59,354 - $64,340	1,312 Added 2.11%	63,526 $3.01 Million
Q1 2024 May 15, 2024	BUY	$44.84 - $49.24 $810,348 - $889,865	18,072 Added 40.94%	62,214 $3.06 Million
Q4 2023 Feb 14, 2024	BUY	$38.13 - $48.02 $13,574 - $17,095	356 Added 0.81%	44,142 $2.09 Million
Q3 2023 Nov 14, 2023	BUY	$40.85 - $46.1 $6,658 - $7,514	163 Added 0.37%	43,786 $1.81 Million
Q2 2023 Aug 14, 2023	BUY	$39.91 - $43.82 $3,951 - $4,338	99 Added 0.23%	43,623 $1.91 Million
Q1 2023 May 15, 2023	SELL	$39.82 - $46.36 $33,568 - $39,081	-843 Reduced 1.9%	43,524 $1.82 Million
Q4 2022 Feb 14, 2023	SELL	$38.25 - $43.54 $58,981 - $67,138	-1,542 Reduced 3.36%	44,367 $1.8 Million
Q3 2022 Nov 22, 2022	BUY	$37.65 - $45.9 $1.73 Million - $2.11 Million	45,909 New	45,909 $1.74 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-3,377 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	N/A	2,328 Added 221.93%	3,377 $248,000
Q3 2017 Nov 14, 2017	BUY	N/A	1,049	1,049 $71,000

Others Institutions Holding SCHA

# of Institutions

1,185

Shares Held

202M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Iht Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History