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 29,481 shares of SCHX stock, worth $689,855. This represents 0.06% of its overall portfolio holdings.

Number of Shares
29,481
Previous 23,374 26.13%
Holding current value
$689,855
Previous $1.5 Million 33.24%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 14, 2024
BUY
$61.11 - $67.85 $373,198 - $414,359
6,107 Added 26.13%
29,481 $2 Million
Q2 2024

Aug 14, 2024
BUY
$58.7 - $64.78 $107,010 - $118,093
1,823 Added 8.46%
23,374 $1.5 Million
Q1 2024

May 15, 2024
BUY
$55.41 - $62.08 $261,590 - $293,079
4,721 Added 28.05%
21,551 $1.34 Million
Q4 2023

Feb 14, 2024
BUY
$48.47 - $56.6 $17,449 - $20,376
360 Added 2.19%
16,830 $949,000
Q3 2023

Nov 14, 2023
BUY
$50.36 - $54.21 $4,330 - $4,662
86 Added 0.52%
16,470 $833,000
Q2 2023

Aug 14, 2023
SELL
$47.67 - $52.37 $26,647 - $29,274
-559 Reduced 3.3%
16,384 $858,000
Q1 2023

May 15, 2023
SELL
$44.78 - $49.41 $25,255 - $27,867
-564 Reduced 3.22%
16,943 $819,000
Q4 2022

Feb 14, 2023
BUY
$42.25 - $48.16 $14,365 - $16,374
340 Added 1.98%
17,507 $790,000
Q3 2022

Nov 22, 2022
BUY
$42.35 - $51.01 $180,707 - $217,659
4,267 Added 33.08%
17,167 $727,000
Q2 2022

Aug 15, 2022
BUY
$43.35 - $54.51 $25,923 - $32,596
598 Added 4.86%
12,900 $576,000
Q1 2022

May 16, 2022
BUY
$49.51 - $57.27 $301,416 - $348,659
6,088 Added 97.97%
12,302 $662,000
Q4 2021

Feb 14, 2022
BUY
$51.9 - $57.29 $986 - $1,088
19 Added 0.31%
6,214 $707,000
Q3 2021

Nov 15, 2021
SELL
$51.52 - $54.94 $171,097 - $182,455
-3,321 Reduced 34.9%
6,195 $645,000
Q2 2021

Aug 16, 2021
BUY
$48.62 - $52.01 $37,388 - $39,995
769 Added 8.79%
9,516 $989,000
Q1 2021

May 18, 2021
BUY
$44.9 - $48.34 $80,415 - $86,576
1,791 Added 25.75%
8,747 $840,000
Q4 2020

Feb 17, 2021
BUY
$39.35 - $45.48 $114,075 - $131,846
2,899 Added 71.46%
6,956 $633,000
Q3 2020

Nov 19, 2020
BUY
$37.26 - $43.03 $43,147 - $49,828
1,158 Added 39.94%
4,057 $327,000
Q2 2020

Aug 14, 2020
BUY
$29.25 - $38.76 $84,795 - $112,365
2,899 New
2,899 $215,000
Q1 2020

May 13, 2020
SELL
$26.61 - $40.52 $72,459 - $110,335
-2,723 Closed
0 $0
Q4 2019

Feb 18, 2020
BUY
$34.42 - $38.54 $93,725 - $104,944
2,723 New
2,723 $209,000
Q3 2018

Nov 14, 2018
SELL
N/A
-3,877 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
N/A
3,660 Added 1686.64%
3,877 $252,000
Q3 2017

Nov 14, 2017
BUY
N/A
217
217 $13,000

Others Institutions Holding SCHX

# of Institutions
1,353
Shares Held
349M
Call Options Held
34.3K
Put Options Held
1.2K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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