Independent Wealth Network Inc. Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Independent Wealth Network Inc. holds 4,429 shares of SCHX stock, worth $103,638. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,429
Previous 4,838 8.45%
Holding current value
$103,638
Previous $310,000 3.23%
% of portfolio
0.14%
Previous 0.15%

Shares

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

Oct 15, 2024
SELL
$61.11 - $67.85 $24,993 - $27,750
-409 Reduced 8.45%
4,429 $300,000
Q2 2024

Jul 18, 2024
SELL
$58.7 - $64.78 $31,815 - $35,110
-542 Reduced 10.07%
4,838 $310,000
Q1 2024

May 20, 2024
BUY
$55.41 - $62.08 $298,105 - $333,990
5,380 New
5,380 $333,000
Q4 2023

Jan 12, 2024
SELL
$48.47 - $56.6 $18,079 - $21,111
-373 Reduced 4.31%
8,279 $466,000
Q3 2023

Oct 11, 2023
SELL
$50.36 - $54.21 $30,266 - $32,580
-601 Reduced 6.5%
8,652 $437,000
Q2 2023

Jul 12, 2023
BUY
$47.67 - $52.37 $121,034 - $132,967
2,539 Added 37.82%
9,253 $484,000
Q1 2023

Apr 18, 2023
SELL
$44.78 - $49.41 $104,829 - $115,668
-2,341 Reduced 25.85%
6,714 $324,000
Q4 2022

Jan 25, 2023
SELL
$42.25 - $48.16 $20,618 - $23,502
-488 Reduced 5.11%
9,055 $0
Q3 2022

Oct 17, 2022
BUY
$42.35 - $51.01 $8,724 - $10,508
206 Added 2.21%
9,543 $404,000
Q2 2022

Jul 26, 2022
BUY
$43.35 - $54.51 $47,294 - $59,470
1,091 Added 13.23%
9,337 $417,000
Q1 2022

Apr 20, 2022
BUY
$49.51 - $57.27 $198,386 - $229,480
4,007 Added 94.53%
8,246 $444,000
Q4 2021

Feb 10, 2022
SELL
$51.9 - $57.29 $882 - $973
-17 Reduced 0.4%
4,239 $482,000
Q3 2021

Nov 04, 2021
BUY
$51.52 - $54.94 $219,269 - $233,824
4,256 New
4,256 $479,000

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

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