Ima Wealth, Inc. Schwab Strategic Tr Us Large C Transaction History

Ima Wealth, Inc.

  • $222 Million
  • Q2 2024

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$58.7 - $64.78 $34.9 Million - $38.5 Million
594,919 New
594,919 $38.2 Million
Q3 2023

Nov 28, 2023
SELL
$50.36 - $54.21 $2.83 Million - $3.04 Million
-56,120 Reduced 8.6%
596,790 $30.2 Million
Q2 2023

Aug 15, 2023
SELL
$47.67 - $52.37 $1.03 Million - $1.13 Million
-21,607 Reduced 3.2%
652,910 $34.2 Million
Q1 2023

May 15, 2023
BUY
$44.78 - $49.41 $406,468 - $448,494
9,077 Added 1.36%
674,517 $32.6 Million
Q4 2022

Feb 15, 2023
BUY
$44.01 - $48.16 $6,909 - $7,561
157 Added 0.02%
665,440 $30 Million
Q3 2022

Nov 15, 2022
SELL
N/A
-3,559 Reduced 0.53%
665,283 $28.2 Million
Q2 2022

Aug 18, 2022
BUY
N/A
37,386 Added 5.92%
668,842 $29.9 Million
Q1 2022

Jun 13, 2022
BUY
N/A
324,849 Added 105.95%
631,456 $34 Million
Q4 2021

Feb 14, 2022
BUY
N/A
14,724 Added 5.04%
306,607 $34.9 Million
Q3 2021

Nov 03, 2021
SELL
N/A
-8,872 Reduced 2.95%
291,883 $30.4 Million
Q2 2021

Aug 13, 2021
BUY
N/A
4,003 Added 1.35%
300,755 $31.3 Million
Q1 2021

May 13, 2021
BUY
N/A
3,658 Added 1.25%
296,752 $28.5 Million
Q4 2020

Feb 08, 2021
BUY
N/A
6,920 Added 2.42%
293,094 $26.7 Million
Q3 2020

Nov 16, 2020
SELL
N/A
-5,741 Reduced 1.97%
286,174 $23.1 Million
Q2 2020

Aug 13, 2020
BUY
N/A
115,830 Added 65.78%
291,915 $21.6 Million
Q1 2020

Apr 14, 2020
BUY
N/A
24,969 Added 16.52%
176,085 $10.8 Million
Q4 2019

Feb 24, 2020
BUY
N/A
2,442 Added 1.64%
151,116 $11.6 Million
Q3 2019

Oct 29, 2019
BUY
N/A
5,257 Added 3.67%
148,674 $10.5 Million
Q2 2019

Jul 19, 2019
BUY
N/A
14,922 Added 11.61%
143,417 $10.1 Million
Q1 2019

May 09, 2019
BUY
N/A
8,044 Added 6.68%
128,495 $8.69 Million
Q4 2018

Jan 15, 2019
BUY
N/A
30,075 Added 33.28%
120,451 $7.19 Million
Q3 2018

Oct 18, 2018
BUY
N/A
8,103 Added 9.85%
90,376 $6.29 Million
Q2 2018

Aug 01, 2018
SELL
N/A
-211 Reduced 0.26%
82,273 $5.35 Million
Q1 2018

Apr 20, 2018
SELL
N/A
-70 Reduced 0.08%
82,484 $5.2 Million
Q4 2017

Feb 05, 2018
BUY
N/A
82,554
82,554 $5.27 Million

Others Institutions Holding SCHX

# of Institutions
1,313
Shares Held
446M
Call Options Held
24.7K
Put Options Held
3.6K
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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