A detailed history of Ironwood Financial, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ironwood Financial, LLC holds 4,276 shares of SCHG stock, worth $439,743. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,276
Previous 4,274 0.05%
Holding current value
$439,743
Previous $396,000 8.84%
% of portfolio
0.1%
Previous 0.09%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

BUY
$87.04 - $101.61 $174 - $203
2 Added 0.05%
4,276 $431,000
Q1 2024

Apr 17, 2024

SELL
$80.6 - $93.32 $564 - $653
-7 Reduced 0.16%
4,274 $396,000
Q4 2023

Jan 19, 2024

BUY
$70.08 - $83.37 $350 - $416
5 Added 0.12%
4,281 $355,000
Q3 2023

Oct 24, 2023

BUY
$71.99 - $78.02 $647 - $702
9 Added 0.21%
4,276 $310,000
Q2 2023

Jul 20, 2023

BUY
$63.6 - $74.95 $15,900 - $18,737
250 Added 6.22%
4,267 $319,000
Q4 2022

Feb 14, 2023

BUY
$54.31 - $60.76 $218,163 - $244,072
4,017 New
4,017 $223,000
Q4 2021

Jan 28, 2022

SELL
$73.11 - $83.4 $68,065 - $77,645
-931 Closed
0 $0
Q1 2021

Apr 28, 2021

SELL
$61.41 - $68.35 $1,043 - $1,161
-17 Reduced 1.79%
931 $121,000
Q4 2020

Jan 26, 2021

BUY
$55.95 - $64.38 $335 - $386
6 Added 0.64%
948 $122,000
Q1 2020

Apr 27, 2020

SELL
$34.6 - $51.17 $11,245 - $16,630
-325 Reduced 25.65%
942 $75,000
Q3 2019

Oct 31, 2019

SELL
$41.7 - $42.86 $1,542 - $1,585
-37 Reduced 2.84%
1,267 $106,000
Q1 2019

Apr 12, 2019

SELL
N/A
-103 Reduced 7.32%
1,304 $104,000
Q4 2018

Jan 17, 2019

BUY
N/A
104 Added 7.98%
1,407 $97,000
Q3 2018

Oct 26, 2018

BUY
N/A
5 Added 0.39%
1,303 $107,000
Q2 2018

Jul 27, 2018

SELL
N/A
-29 Reduced 2.19%
1,298 $98,000
Q4 2017

Jan 29, 2018

SELL
N/A
-101 Reduced 7.07%
1,327 $94,000
Q2 2017

Aug 09, 2017

BUY
N/A
1,428
1,428 $90,000

Others Institutions Holding SCHG

About SCHWAB STRATEGIC TR US LARGE-C


  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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