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

Iht Wealth Management, LLC

$3.44 Billion
Q2 2025

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 434,792 shares of SCHX stock, worth $11.2 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

434,792

Previous 51,283 747.83%

Holding current value

$11.2 Million

Previous $1.13 Million 838.69%

% of portfolio

0.31%

Previous 0.04%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$19.6 - $24.44 $7.52 Million - $9.37 Million	383,509 Added 747.83%	434,792 $10.6 Million
Q1 2025 May 15, 2025	SELL	$21.75 - $24.28 $241,577 - $269,677	-11,107 Reduced 17.8%	51,283 $1.13 Million
Q4 2024 Feb 14, 2025	BUY	$22.4 - $68.28 $737,161 - $2.25 Million	32,909 Added 111.63%	62,390 $1.45 Million
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

1,565

Shares Held

1.14B

Call Options Held

68.6K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Account

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