Institute For Wealth Management, Llc. Schwab Strategic Tr Us Large C Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 62,626 shares of SCHG stock, worth $1.81 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

62,626

Previous 62,576 0.08%

Holding current value

$1.81 Million

Previous $6.31 Million 3.39%

% of portfolio

0.84%

Previous 0.86%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$92.63 - $105.69 $4,631 - $5,284	50 Added 0.08%	62,626 $6.52 Million
Q2 2024 Jul 25, 2024	SELL	$87.04 - $101.61 $25,937 - $30,279	-298 Reduced 0.47%	62,576 $6.31 Million
Q1 2024 Apr 30, 2024	SELL	$80.6 - $93.32 $64,882 - $75,122	-805 Reduced 1.26%	62,874 $5.83 Million
Q4 2023 Jan 31, 2024	SELL	$70.08 - $83.37 $167,771 - $199,587	-2,394 Reduced 3.62%	63,679 $5.28 Million
Q3 2023 Oct 13, 2023	SELL	$71.99 - $78.02 $24,332 - $26,370	-338 Reduced 0.51%	66,073 $4.8 Million
Q2 2023 Jul 25, 2023	SELL	$63.6 - $74.95 $1,844 - $2,173	-29 Reduced 0.04%	66,411 $4.98 Million
Q1 2023 Apr 20, 2023	SELL	$54.19 - $65.17 $60,313 - $72,534	-1,113 Reduced 1.65%	66,440 $4.33 Million
Q4 2022 Feb 02, 2023	SELL	$54.31 - $60.76 $61,153 - $68,415	-1,126 Reduced 1.64%	67,553 $3.75 Million
Q3 2022 Oct 18, 2022	SELL	$55.81 - $69.25 $31,086 - $38,572	-557 Reduced 0.8%	68,679 $3.83 Million
Q2 2022 Jul 25, 2022	SELL	$55.73 - $76.55 $62,696 - $86,118	-1,125 Reduced 1.6%	69,236 $4.02 Million
Q1 2022 Apr 29, 2022	BUY	$65.63 - $82.62 $2.27 Million - $2.86 Million	34,563 Added 96.55%	70,361 $5.26 Million
Q4 2021 Jan 21, 2022	SELL	$73.11 - $83.4 $13,452 - $15,345	-184 Reduced 0.51%	35,798 $5.86 Million
Q3 2021 Nov 15, 2021	SELL	$73.24 - $78.94 $27,977 - $30,155	-382 Reduced 1.05%	35,982 $5.33 Million
Q2 2021 Jul 21, 2021	SELL	$65.3 - $73.24 $7,640 - $8,569	-117 Reduced 0.32%	36,364 $5.31 Million
Q1 2021 May 04, 2021	SELL	$61.41 - $68.35 $25,116 - $27,955	-409 Reduced 1.11%	36,481 $4.74 Million
Q4 2020 Feb 01, 2021	BUY	$55.95 - $64.38 $36,647 - $42,168	655 Added 1.81%	36,890 $4.74 Million
Q3 2020 Nov 03, 2020	BUY	$51.42 - $61.56 $874 - $1,046	17 Added 0.05%	36,235 $4.17 Million
Q2 2020 Jul 30, 2020	BUY	$37.99 - $51.32 $3,874 - $5,234	102 Added 0.28%	36,218 $3.68 Million
Q1 2020 Apr 29, 2020	SELL	$34.6 - $51.17 $588 - $869	-17 Reduced 0.05%	36,116 $2.88 Million
Q4 2019 Feb 27, 2020	BUY	$40.97 - $46.72 $1.34 Million - $1.53 Million	32,776 Added 976.35%	36,133 $3.36 Million
Q4 2019 Jan 27, 2020	SELL	$40.97 - $46.72 $1.34 Million - $1.53 Million	-32,782 Reduced 90.71%	3,357 $3.36 Million
Q3 2019 Oct 28, 2019	BUY	$41.7 - $42.86 $2,085 - $2,143	50 Added 0.14%	36,139 $3.04 Million
Q2 2019 Aug 02, 2019	SELL	N/A	-772 Reduced 2.09%	36,089 $3 Million
Q1 2019 May 15, 2019	BUY	N/A	36,861 New	36,861 $2.93 Million
Q4 2018 Feb 08, 2019	SELL	N/A	-37,581 Closed	0 $0
Q3 2018 Oct 29, 2018	BUY	N/A	118 Added 0.31%	37,581 $3.05 Million
Q2 2018 Aug 10, 2018	SELL	N/A	-290 Reduced 0.77%	37,463 $2.86 Million
Q1 2018 May 15, 2018	SELL	N/A	-886 Reduced 2.29%	37,753 $2.72 Million
Q4 2017 Feb 12, 2018	SELL	N/A	-1,679 Reduced 4.16%	38,639 $2.75 Million
Q3 2017 Nov 14, 2017	SELL	N/A	-626 Reduced 1.53%	40,318 $2.67 Million
Q2 2017 Aug 14, 2017	BUY	N/A	40,944	40,944 $2.57 Million

Others Institutions Holding SCHG

# of Institutions

1,313

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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Institute For Wealth Management, Llc. Schwab Strategic Tr Us Large C Transaction History