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

Independent Wealth Network Inc.

$237 Million
Q1 2025

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 9,659 shares of SCHX stock, worth $225,054. This represents 0.09% of its overall portfolio holdings.

Number of Shares

9,659

Previous 10,408 7.2%

Holding current value

$225,054

Previous $241,000 11.62%

% of portfolio

0.09%

Previous 0.1%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$21.75 - $24.28 $16,290 - $18,185	-749 Reduced 7.2%	9,659 $213,000
Q4 2024 Jan 17, 2025	BUY	$22.4 - $68.28 $133,929 - $408,246	5,979 Added 135.0%	10,408 $241,000
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

1,500

Shares Held

1.15B

Call Options Held

53.9K

Put Options Held

5.49K

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About SCHWAB STRATEGIC TR US LARGE-C

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