Iht Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Iht Wealth Management, LLC

  • $2.59 Billion
  • Q1 2024

A detailed history of Iht Wealth Management, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Iht Wealth Management, LLC holds 47,775 shares of SCHB stock, worth $3 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
47,775
Previous 52,635 9.23%
Holding current value
$3 Million
Previous $2.93 Million 0.48%
% of portfolio
0.11%
Previous 0.13%

Shares

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

May 15, 2024
SELL
$54.61 - $61.05 $265,404 - $296,703
-4,860 Reduced 9.23%
47,775 $2.92 Million
Q4 2023

Feb 14, 2024
BUY
$47.61 - $55.91 $45,277 - $53,170
951 Added 1.84%
52,635 $2.93 Million
Q3 2023

Nov 14, 2023
SELL
$49.59 - $53.57 $49 - $53
-1 Reduced -0.0%
51,684 $2.58 Million
Q2 2023

Aug 14, 2023
SELL
$47.08 - $51.7 $404,652 - $444,361
-8,595 Reduced 14.26%
51,685 $2.67 Million
Q1 2023

May 15, 2023
BUY
$44.47 - $49.23 $139,457 - $154,385
3,136 Added 5.49%
60,280 $2.88 Million
Q4 2022

Feb 14, 2023
SELL
$43.88 - $47.81 $143,707 - $156,577
-3,275 Reduced 5.42%
57,144 $2.56 Million
Q3 2022

Nov 22, 2022
BUY
N/A
53,327 Added 751.93%
60,419 $2.54 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-1,073 Reduced 13.14%
7,092 $313,000
Q1 2022

May 16, 2022
BUY
N/A
3,688 Added 82.38%
8,165 $436,000
Q3 2021

Nov 15, 2021
SELL
N/A
-1,183 Reduced 20.9%
4,477 $465,000
Q2 2021

Aug 16, 2021
SELL
N/A
-109 Reduced 1.89%
5,660 $590,000
Q1 2021

May 18, 2021
SELL
N/A
-262 Reduced 4.34%
5,769 $558,000
Q4 2020

Feb 17, 2021
BUY
N/A
302 Added 5.27%
6,031 $549,000
Q3 2020

Nov 19, 2020
BUY
N/A
612 Added 11.96%
5,729 $456,000
Q2 2020

Aug 14, 2020
SELL
N/A
-1,980 Reduced 27.9%
5,117 $376,000
Q1 2020

May 13, 2020
SELL
N/A
-3,350 Reduced 32.07%
7,097 $429,000
Q4 2019

Feb 18, 2020
BUY
N/A
10,447 New
10,447 $803,000

Others Institutions Holding SCHB

# of Institutions
1,121
Shares Held
160M
Call Options Held
230K
Put Options Held
29.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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