Iht Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Iht Wealth Management, LLC holds 75,800 shares of SCHM stock, worth $2.2 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
75,800
Previous 45,958 64.93%
Holding current value
$2.2 Million
Previous $3.58 Million 76.12%
% of portfolio
0.18%
Previous 0.14%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$75.47 - $83.18 $2.25 Million - $2.48 Million
29,842 Added 64.93%
75,800 $6.3 Million
Q2 2024

Aug 14, 2024
BUY
$75.69 - $81.19 $366,112 - $392,716
4,837 Added 11.76%
45,958 $3.58 Million
Q1 2024

May 15, 2024
BUY
$72.89 - $81.43 $771,832 - $862,262
10,589 Added 34.68%
41,121 $3.35 Million
Q4 2023

Feb 14, 2024
BUY
$63.01 - $75.95 $945 - $1,139
15 Added 0.05%
30,532 $2.3 Million
Q3 2023

Nov 14, 2023
SELL
$66.75 - $73.98 $37,246 - $41,280
-558 Reduced 1.8%
30,517 $2.07 Million
Q2 2023

Aug 14, 2023
SELL
$65.29 - $71.03 $57,455 - $62,506
-880 Reduced 2.75%
31,075 $2.21 Million
Q1 2023

May 15, 2023
BUY
$64.24 - $73.9 $186,745 - $214,827
2,907 Added 10.01%
31,955 $2.17 Million
Q4 2022

Feb 14, 2023
SELL
$61.05 - $69.94 $192,185 - $220,171
-3,148 Reduced 9.78%
29,048 $1.91 Million
Q3 2022

Nov 22, 2022
BUY
$60.5 - $72.51 $1.27 Million - $1.52 Million
21,012 Added 187.88%
32,196 $1.95 Million
Q2 2022

Aug 15, 2022
SELL
$60.91 - $76.4 $13,034 - $16,349
-214 Reduced 1.88%
11,184 $702,000
Q1 2022

May 16, 2022
BUY
$70.66 - $80.89 $38,015 - $43,518
538 Added 4.95%
11,398 $865,000
Q4 2021

Feb 14, 2022
SELL
$76.01 - $83.39 $4,104 - $4,503
-54 Reduced 0.49%
10,860 $873,000
Q3 2021

Nov 15, 2021
SELL
$74.65 - $80.95 $239,701 - $259,930
-3,211 Reduced 22.73%
10,914 $837,000
Q2 2021

Aug 16, 2021
BUY
$74.64 - $79.12 $65,235 - $69,150
874 Added 6.6%
14,125 $1.11 Million
Q1 2021

May 18, 2021
BUY
$67.07 - $76.85 $156,474 - $179,291
2,333 Added 21.37%
13,251 $986,000
Q4 2020

Feb 17, 2021
BUY
$55.93 - $68.45 $17,450 - $21,356
312 Added 2.94%
10,918 $744,000
Q3 2020

Nov 19, 2020
BUY
$51.99 - $58.83 $41,643 - $47,122
801 Added 8.17%
10,606 $588,000
Q2 2020

Aug 14, 2020
SELL
$39.01 - $57.03 $62,845 - $91,875
-1,611 Reduced 14.11%
9,805 $516,000
Q1 2020

May 13, 2020
SELL
$35.83 - $62.24 $16,302 - $28,319
-455 Reduced 3.83%
11,416 $481,000
Q4 2019

Feb 18, 2020
BUY
$54.56 - $60.24 $14,240 - $15,722
261 Added 2.25%
11,871 $714,000
Q3 2019

Nov 15, 2019
BUY
$56.23 - $57.59 $181,960 - $186,361
3,236 Added 38.64%
11,610 $656,000
Q2 2019

Aug 12, 2019
SELL
N/A
-3,016 Reduced 26.48%
8,374 $478,000
Q1 2019

May 16, 2019
BUY
N/A
577 Added 5.34%
11,390 $631,000
Q4 2018

Feb 15, 2019
BUY
N/A
10,813 New
10,813 $518,000
Q2 2018

Aug 13, 2018
SELL
N/A
-211 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
1 Added 0.48%
211 $11,000
Q4 2017

Feb 14, 2018
BUY
N/A
210
210 $11,000

Others Institutions Holding SCHM

# of Institutions
960
Shares Held
142M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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