A detailed history of Ironwood Financial, LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ironwood Financial, LLC holds 10,860 shares of SCHB stock, worth $690,804. This represents 0.15% of its overall portfolio holdings.

Number of Shares
10,860
Previous 10,922 0.57%
Holding current value
$690,804
Previous $608,000 9.05%
% of portfolio
0.15%
Previous 0.15%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024

SELL
$54.61 - $61.05 $3,385 - $3,785
-62 Reduced 0.57%
10,860 $663,000
Q4 2023

Jan 19, 2024

BUY
$47.61 - $55.91 $69,177 - $81,237
1,453 Added 15.34%
10,922 $608,000
Q3 2023

Oct 24, 2023

SELL
$49.59 - $53.57 $20,480 - $22,124
-413 Reduced 4.18%
9,469 $472,000
Q2 2023

Jul 20, 2023

BUY
$47.08 - $51.7 $33,332 - $36,603
708 Added 7.72%
9,882 $510,000
Q1 2023

Apr 14, 2023

SELL
$44.47 - $49.23 $1,245 - $1,378
-28 Reduced 0.3%
9,174 $438,000
Q4 2022

Feb 14, 2023

BUY
$43.88 - $47.81 $71,480 - $77,882
1,629 Added 21.51%
9,202 $412,000
Q3 2022

Oct 26, 2022

BUY
N/A
850 Added 12.64%
7,573 $318,000
Q2 2022

Jul 29, 2022

BUY
N/A
751 Added 12.58%
6,723 $297,000
Q1 2022

Apr 20, 2022

BUY
N/A
3,165 Added 112.75%
5,972 $319,000
Q4 2021

Jan 28, 2022

BUY
N/A
602 Added 27.3%
2,807 $317,000
Q3 2021

Nov 02, 2021

BUY
N/A
20 Added 0.92%
2,205 $229,000
Q2 2021

Jul 29, 2021

BUY
N/A
81 Added 3.85%
2,185 $228,000
Q1 2021

Apr 28, 2021

SELL
N/A
-108 Reduced 4.88%
2,104 $203,000
Q4 2020

Jan 26, 2021

BUY
N/A
296 Added 15.45%
2,212 $201,000
Q3 2020

Nov 03, 2020

BUY
N/A
166 Added 9.49%
1,916 $153,000
Q2 2020

Jul 28, 2020

SELL
N/A
-26 Reduced 1.46%
1,750 $129,000
Q1 2020

Apr 27, 2020

SELL
N/A
-37,255 Reduced 95.45%
1,776 $107,000
Q4 2019

Jan 24, 2020

SELL
N/A
-11,565 Reduced 22.86%
39,031 $3 Million
Q3 2019

Oct 31, 2019

BUY
N/A
3,311 Added 7.0%
50,596 $3.59 Million
Q2 2019

Jul 30, 2019

BUY
N/A
1,890 Added 4.16%
47,285 $3.34 Million
Q1 2019

Apr 12, 2019

BUY
N/A
1,456 Added 3.31%
45,395 $3.09 Million
Q4 2018

Jan 17, 2019

BUY
N/A
25,976 Added 144.61%
43,939 $2.63 Million
Q3 2018

Oct 26, 2018

BUY
N/A
2,497 Added 16.15%
17,963 $1.26 Million
Q2 2018

Jul 27, 2018

BUY
N/A
695 Added 4.71%
15,466 $1.02 Million
Q1 2018

May 08, 2018

BUY
N/A
1,387 Added 10.36%
14,771 $942,000
Q4 2017

Jan 29, 2018

SELL
N/A
-401 Reduced 2.91%
13,384 $864,000
Q3 2017

Nov 03, 2017

SELL
N/A
-531 Reduced 3.71%
13,785 $840,000
Q2 2017

Aug 09, 2017

BUY
N/A
14,316
14,316 $837,000

Others Institutions Holding SCHB

About SCHWAB STRATEGIC TR US BROAD M


  • Ticker SCHB
  • Sector ETFs
  • Industry ETFs
More about SCHB
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