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 $1.69 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

62,626

Previous 62,576 0.08%

Holding current value

$1.69 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

1,309

Shares Held

181M

Call Options Held

140K

Put Options Held

91.5K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHG
Sector ETFs
Industry ETFs

More about SCHG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

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