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 $102,752. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,429
Previous 4,838 8.45%
Holding current value
$102,752
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
1,350
Shares Held
348M
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
Track This Portfolio

Track Independent Wealth Network Inc. Portfolio

Follow Independent Wealth Network Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email