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

Iht Wealth Management, LLC

$3.44 Billion
Q2 2025

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 16,933 shares of SCHQ stock, worth $553,370. This represents 0.02% of its overall portfolio holdings.

Number of Shares

16,933

Previous 22,084 23.32%

Holding current value

$553,370

Previous $723,000 25.45%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$30.46 - $33.4 $156,899 - $172,043	-5,151 Reduced 23.32%	16,933 $539,000
Q1 2025 May 15, 2025	BUY	$30.72 - $33.22 $365,383 - $395,118	11,894 Added 116.72%	22,084 $723,000
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

112

Shares Held

14.4M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR LONG-TERM

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