Independent Wealth Network Inc. Schwab Strategic Tr Us Small C Transaction History

Independent Wealth Network Inc.

  • $218 Million
  • Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Independent Wealth Network Inc. holds 9,640 shares of SCHA stock, worth $268,570. This represents 0.23% of its overall portfolio holdings.

Number of Shares
9,640
Holding current value
$268,570
% of portfolio
0.23%

Shares

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

Oct 15, 2024
BUY
$46.9 - $51.96 $452,116 - $500,894
9,640 New
9,640 $496,000
Q1 2024

May 20, 2024
BUY
$44.84 - $49.24 $204,425 - $224,485
4,559 New
4,559 $224,000
Q4 2023

Jan 12, 2024
BUY
$38.13 - $48.02 $38 - $48
1 Added 0.01%
8,246 $389,000
Q3 2023

Oct 11, 2023
BUY
$40.85 - $46.1 $7,067 - $7,975
173 Added 2.14%
8,245 $341,000
Q2 2023

Jul 12, 2023
BUY
$39.91 - $43.82 $46,894 - $51,488
1,175 Added 17.04%
8,072 $353,000
Q1 2023

Apr 18, 2023
BUY
$39.82 - $46.36 $9,397 - $10,940
236 Added 3.54%
6,897 $289,000
Q4 2022

Jan 25, 2023
BUY
$38.25 - $43.54 $8,338 - $9,491
218 Added 3.38%
6,661 $0
Q3 2022

Oct 17, 2022
BUY
$37.65 - $45.9 $38,290 - $46,680
1,017 Added 18.74%
6,443 $244,000
Q2 2022

Jul 26, 2022
SELL
$37.88 - $48.01 $68,070 - $86,273
-1,797 Reduced 24.88%
5,426 $212,000
Q1 2022

Apr 20, 2022
BUY
$44.42 - $51.73 $157,557 - $183,486
3,547 Added 96.49%
7,223 $342,000
Q4 2021

Feb 10, 2022
BUY
$48.64 - $55.07 $33,561 - $37,998
690 Added 23.11%
3,676 $376,000
Q3 2021

Nov 04, 2021
BUY
$48.3 - $52.49 $144,223 - $156,735
2,986 New
2,986 $325,000

Others Institutions Holding SCHA

# of Institutions
1,144
Shares Held
146M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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