Iht Wealth Management, LLC Schwab Strategic Tr Long Term Transaction History

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Schwab Strategic Tr Long Term stock. As of the latest transaction made, Iht Wealth Management, LLC holds 10,190 shares of SCHQ stock, worth $323,736. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,190
Previous 20,328 49.87%
Holding current value
$323,736
Previous $711,000 54.99%
% of portfolio
0.01%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$31.33 - $35.13 $317,623 - $356,147
-10,138 Reduced 49.87%
10,190 $320,000
Q3 2024

Nov 14, 2024
BUY
$32.17 - $35.98 $387,165 - $433,019
12,035 Added 145.12%
20,328 $711,000
Q2 2024

Aug 14, 2024
SELL
$31.45 - $33.71 $10,158 - $10,888
-323 Reduced 3.75%
8,293 $272,000
Q1 2024

May 15, 2024
SELL
$32.9 - $35.0 $42,046 - $44,730
-1,278 Reduced 12.92%
8,616 $290,000
Q4 2023

Feb 14, 2024
BUY
$29.71 - $35.56 $293,950 - $351,830
9,894 New
9,894 $347,000

Others Institutions Holding SCHQ

# of Institutions
106
Shares Held
11.5M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR LONG-TERM

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