Ironwood Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History

Ironwood Financial, LLC

$489 Million
Q2 2025

A detailed history of Ironwood Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ironwood Financial, LLC holds 67,463 shares of SCHM stock, worth $1.91 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

67,463

Previous 67,463 -0.0%

Holding current value

$1.91 Million

Previous $1.77 Million 7.2%

% of portfolio

0.39%

Previous 0.38%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$25.58 - $29.24 $20,719 - $23,684	-810 Reduced 1.19%	67,463 $1.77 Million
Q4 2024 Jan 16, 2025	BUY	$27.54 - $83.04 $1.32 Million - $3.99 Million	48,102 Added 238.47%	68,273 $1.89 Million
Q3 2024 Oct 16, 2024	SELL	$75.47 - $83.18 $23,773 - $26,201	-315 Reduced 1.54%	20,171 $1.68 Million
Q2 2024 Jul 19, 2024	SELL	$75.69 - $81.19 $33,833 - $36,291	-447 Reduced 2.14%	20,486 $1.59 Million
Q1 2024 Apr 17, 2024	SELL	$72.89 - $81.43 $9,475 - $10,585	-130 Reduced 0.62%	20,933 $1.7 Million
Q4 2023 Jan 19, 2024	SELL	$63.01 - $75.95 $11,593 - $13,974	-184 Reduced 0.87%	21,063 $1.59 Million
Q3 2023 Oct 24, 2023	SELL	$66.75 - $73.98 $31,973 - $35,436	-479 Reduced 2.2%	21,247 $1.44 Million
Q2 2023 Jul 20, 2023	BUY	$65.29 - $71.03 $21,219 - $23,084	325 Added 1.52%	21,726 $1.54 Million
Q1 2023 Apr 14, 2023	BUY	$64.24 - $73.9 $6,488 - $7,463	101 Added 0.47%	21,401 $1.45 Million
Q4 2022 Feb 14, 2023	BUY	$61.05 - $69.94 $39,438 - $45,181	646 Added 3.13%	21,300 $1.4 Million
Q3 2022 Oct 26, 2022	SELL	$60.5 - $72.51 $55,115 - $66,056	-911 Reduced 4.22%	20,654 $1.25 Million
Q2 2022 Jul 29, 2022	SELL	$60.91 - $76.4 $19,369 - $24,295	-318 Reduced 1.45%	21,565 $1.35 Million
Q1 2022 Apr 20, 2022	BUY	$70.66 - $80.89 $1,766 - $2,022	25 Added 0.11%	21,883 $1.66 Million
Q4 2021 Jan 28, 2022	SELL	$76.01 - $83.39 $21,358 - $23,432	-281 Reduced 1.27%	21,858 $1.76 Million
Q3 2021 Nov 02, 2021	SELL	$74.65 - $80.95 $30,457 - $33,027	-408 Reduced 1.81%	22,139 $1.7 Million
Q2 2021 Jul 29, 2021	SELL	$74.64 - $79.12 $91,807 - $97,317	-1,230 Reduced 5.17%	22,547 $1.77 Million
Q1 2021 Apr 28, 2021	SELL	$67.07 - $76.85 $2,951 - $3,381	-44 Reduced 0.18%	23,777 $1.77 Million
Q4 2020 Jan 26, 2021	SELL	$55.93 - $68.45 $29,754 - $36,415	-532 Reduced 2.18%	23,821 $1.62 Million
Q3 2020 Nov 03, 2020	BUY	$51.99 - $58.83 $3,379 - $3,823	65 Added 0.27%	24,353 $1.35 Million
Q2 2020 Jul 28, 2020	SELL	$39.01 - $57.03 $16,813 - $24,579	-431 Reduced 1.74%	24,288 $1.28 Million
Q1 2020 Apr 27, 2020	SELL	$35.83 - $62.24 $628,744 - $1.09 Million	-17,548 Reduced 41.52%	24,719 $1.04 Million
Q4 2019 Jan 24, 2020	BUY	$54.56 - $60.24 $24,497 - $27,047	449 Added 1.07%	42,267 $2.54 Million
Q3 2019 Oct 31, 2019	BUY	$56.23 - $57.59 $101,720 - $104,180	1,809 Added 4.52%	41,818 $2.36 Million
Q2 2019 Jul 30, 2019	BUY	N/A	1,745 Added 4.56%	40,009 $2.28 Million
Q1 2019 Apr 12, 2019	BUY	N/A	1,436 Added 3.9%	38,264 $2.12 Million
Q4 2018 Jan 17, 2019	BUY	N/A	4,983 Added 15.65%	36,828 $1.77 Million
Q3 2018 Oct 26, 2018	BUY	N/A	1,228 Added 4.01%	31,845 $1.84 Million
Q2 2018 Jul 27, 2018	SELL	N/A	-409 Reduced 1.32%	30,617 $1.68 Million
Q1 2018 May 08, 2018	BUY	N/A	1,919 Added 6.59%	31,026 $1.64 Million
Q4 2017 Jan 29, 2018	BUY	N/A	933 Added 3.31%	29,107 $1.55 Million
Q3 2017 Nov 03, 2017	BUY	N/A	636 Added 2.31%	28,174 $1.41 Million
Q2 2017 Aug 09, 2017	BUY	N/A	27,538	27,538 $1.33 Million

Others Institutions Holding SCHM

# of Institutions

1,026

Shares Held

285M

Call Options Held

45.7K

Put Options Held

5.3K

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About SCHWAB STRATEGIC U.S. MID-CAP

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Ironwood Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History