Iht Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 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 55,660 shares of SCHV stock, worth $1.45 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
55,660
Previous 31,094 79.01%
Holding current value
$1.45 Million
Previous $2.3 Million 94.22%
% of portfolio
0.13%
Previous 0.09%

Shares

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

Nov 14, 2024
BUY
$73.43 - $80.37 $1.8 Million - $1.97 Million
24,566 Added 79.01%
55,660 $4.47 Million
Q2 2024

Aug 14, 2024
SELL
$71.74 - $75.86 $846,173 - $894,768
-11,795 Reduced 27.5%
31,094 $2.3 Million
Q1 2024

May 15, 2024
SELL
$68.82 - $75.98 $116,236 - $128,330
-1,689 Reduced 3.79%
42,889 $3.26 Million
Q4 2023

Feb 14, 2024
SELL
$61.16 - $70.24 $255,587 - $293,532
-4,179 Reduced 8.57%
44,578 $3.12 Million
Q3 2023

Nov 14, 2023
BUY
$64.45 - $69.39 $363,175 - $391,012
5,635 Added 13.07%
48,757 $3.14 Million
Q2 2023

Aug 14, 2023
SELL
$63.33 - $67.21 $14,249 - $15,122
-225 Reduced 0.52%
43,122 $2.89 Million
Q1 2023

May 15, 2023
BUY
$62.59 - $69.3 $25,474 - $28,205
407 Added 0.95%
43,347 $2.84 Million
Q4 2022

Feb 14, 2023
SELL
$59.13 - $69.24 $2,306 - $2,700
-39 Reduced 0.09%
42,940 $2.83 Million
Q3 2022

Nov 22, 2022
BUY
$58.51 - $69.02 $2.51 Million - $2.97 Million
42,979 New
42,979 $2.52 Million
Q1 2020

May 13, 2020
SELL
$38.4 - $61.03 $224,985 - $357,574
-5,859 Closed
0 $0
Q4 2019

Feb 18, 2020
BUY
$54.73 - $60.25 $1,860 - $2,048
34 Added 0.58%
5,859 $352,000
Q3 2019

Nov 15, 2019
BUY
$56.56 - $57.5 $329,462 - $334,937
5,825 New
5,825 $330,000
Q4 2018

Feb 15, 2019
SELL
N/A
-4,414 Closed
0 $0
Q3 2018

Nov 14, 2018
BUY
N/A
5 Added 0.11%
4,414 $248,000
Q2 2018

Aug 13, 2018
BUY
N/A
4 Added 0.09%
4,409 $234,000
Q1 2018

May 15, 2018
SELL
N/A
-185 Reduced 4.03%
4,405 $227,000
Q4 2017

Feb 14, 2018
BUY
N/A
4,590
4,590 $256,000

Others Institutions Holding SCHV

# of Institutions
836
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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