Iht Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Iht Wealth Management, LLC

$3.06 Billion
Q1 2025

A detailed history of Iht Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Iht Wealth Management, LLC holds 20,199 shares of SCHE stock, worth $578,095. This represents 0.02% of its overall portfolio holdings.

Number of Shares

20,199

Previous 14,475 39.54%

Holding current value

$578,095

Previous $385,000 44.42%

% of portfolio

0.02%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$25.81 - $28.52 $147,736 - $163,248	5,724 Added 39.54%	20,199 $556,000
Q4 2024 Feb 14, 2025	SELL	$26.63 - $30.23 $120,926 - $137,274	-4,541 Reduced 23.88%	14,475 $385,000
Q3 2024 Nov 14, 2024	BUY	$25.45 - $29.53 $64,235 - $74,533	2,524 Added 15.3%	19,016 $554,000
Q2 2024 Aug 14, 2024	BUY	$24.67 - $27.2 $24,225 - $26,710	982 Added 6.33%	16,492 $438,000
Q1 2024 May 15, 2024	SELL	$23.47 - $25.45 $14,246 - $15,448	-607 Reduced 3.77%	15,510 $391,000
Q4 2023 Feb 14, 2024	BUY	$23.04 - $24.89 $1,382 - $1,493	60 Added 0.37%	16,117 $399,000
Q3 2023 Nov 14, 2023	SELL	$23.83 - $26.11 $20,755 - $22,741	-871 Reduced 5.15%	16,057 $384,000
Q2 2023 Aug 14, 2023	SELL	$23.66 - $25.54 $4,897 - $5,286	-207 Reduced 1.21%	16,928 $416,000
Q1 2023 May 15, 2023	SELL	$23.32 - $26.39 $15,158 - $17,153	-650 Reduced 3.65%	17,135 $420,000
Q4 2022 Feb 14, 2023	BUY	$21.59 - $24.95 $114,794 - $132,659	5,317 Added 42.65%	17,785 $420,000
Q3 2022 Nov 22, 2022	BUY	$22.4 - $25.83 $279,283 - $322,048	12,468 New	12,468 $279,000

Others Institutions Holding SCHE

# of Institutions

847

Shares Held

150M

Call Options Held

30.5K

Put Options Held

300

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
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Iht Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History