Iht Wealth Management, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Iht Wealth Management, LLC holds 102,360 shares of SCHG stock, worth $10.3 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
102,360
Previous 105,053 2.56%
Holding current value
$10.3 Million
Previous $8.72 Million 8.89%
% of portfolio
0.37%
Previous 0.39%

Shares

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

May 15, 2024
SELL
$80.6 - $93.32 $217,055 - $251,310
-2,693 Reduced 2.56%
102,360 $9.49 Million
Q4 2023

Feb 14, 2024
BUY
$70.08 - $83.37 $216,967 - $258,113
3,096 Added 3.04%
105,053 $8.72 Million
Q3 2023

Nov 14, 2023
BUY
$71.99 - $78.02 $1.57 Million - $1.71 Million
21,875 Added 27.32%
101,957 $7.41 Million
Q2 2023

Aug 14, 2023
BUY
$63.6 - $74.95 $109,074 - $128,539
1,715 Added 2.19%
80,082 $6 Million
Q1 2023

May 15, 2023
BUY
$54.19 - $65.17 $61,993 - $74,554
1,144 Added 1.48%
78,367 $5.11 Million
Q4 2022

Feb 14, 2023
SELL
$54.31 - $60.76 $380,767 - $425,988
-7,011 Reduced 8.32%
77,223 $4.29 Million
Q3 2022

Nov 22, 2022
BUY
N/A
74,952 Added 807.5%
84,234 $4.7 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-968 Reduced 9.44%
9,282 $538,000
Q1 2022

May 16, 2022
BUY
N/A
7,452 Added 266.33%
10,250 $767,000
Q4 2021

Feb 14, 2022
BUY
N/A
528 Added 23.26%
2,798 $458,000
Q3 2021

Nov 15, 2021
BUY
N/A
2,270 New
2,270 $336,000
Q1 2021

May 18, 2021
SELL
N/A
-2,137 Closed
0 $0
Q3 2020

Nov 19, 2020
BUY
N/A
161 Added 8.15%
2,137 $246,000
Q2 2020

Aug 14, 2020
BUY
N/A
1,976 New
1,976 $201,000
Q1 2020

May 13, 2020
SELL
N/A
-4,249 Closed
0 $0
Q4 2019

Feb 18, 2020
BUY
N/A
221 Added 5.49%
4,249 $395,000
Q3 2019

Nov 15, 2019
BUY
N/A
4,028 New
4,028 $339,000
Q4 2018

Feb 15, 2019
SELL
N/A
-2,880 Closed
0 $0
Q1 2018

May 15, 2018
SELL
N/A
-150 Reduced 4.95%
2,880 $202,000
Q4 2017

Feb 14, 2018
BUY
N/A
3,030
3,030 $222,000

Others Institutions Holding SCHG

# of Institutions
1,185
Shares Held
165M
Call Options Held
148K
Put Options Held
24.3K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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