Ironwood Financial, LLC Schwab Strategic Tr Us Large C Transaction History

Ironwood Financial, LLC

$489 Million
Q2 2025

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 28,954 shares of SCHV stock, worth $834,743. This represents 0.16% of its overall portfolio holdings.

Number of Shares

28,954

Previous 28,954 -0.0%

Holding current value

$834,743

Previous $762,000 5.12%

% of portfolio

0.16%

Previous 0.16%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	SELL	$25.77 - $27.6 $7,164 - $7,672	-278 Reduced 0.95%	28,954 $762,000
Q4 2024 Jan 16, 2025	BUY	$25.79 - $80.4 $504,194 - $1.57 Million	19,550 Added 201.92%	29,232 $762,000
Q3 2024 Oct 16, 2024	SELL	$73.43 - $80.37 $440 - $482	-6 Reduced 0.06%	9,682 $778,000
Q2 2024 Jul 19, 2024	SELL	$71.74 - $75.86 $12,339 - $13,047	-172 Reduced 1.74%	9,688 $717,000
Q1 2024 Apr 17, 2024	SELL	$68.82 - $75.98 $47,967 - $52,958	-697 Reduced 6.6%	9,860 $749,000
Q4 2023 Jan 19, 2024	BUY	$61.16 - $70.24 $58,102 - $66,728	950 Added 9.89%	10,557 $740,000
Q3 2023 Oct 24, 2023	BUY	$64.45 - $69.39 $62,065 - $66,822	963 Added 11.14%	9,607 $619,000
Q2 2023 Jul 20, 2023	BUY	$63.33 - $67.21 $15,325 - $16,264	242 Added 2.88%	8,644 $579,000
Q1 2023 Apr 14, 2023	SELL	$62.59 - $69.3 $22,970 - $25,433	-367 Reduced 4.19%	8,402 $551,000
Q4 2022 Feb 14, 2023	SELL	$59.13 - $69.24 $70,956 - $83,088	-1,200 Reduced 12.04%	8,769 $578,000
Q3 2022 Oct 26, 2022	BUY	$58.51 - $69.02 $15,739 - $18,566	269 Added 2.77%	9,969 $583,000
Q2 2022 Jul 29, 2022	BUY	$60.93 - $72.3 $130,572 - $154,938	2,143 Added 28.36%	9,700 $606,000
Q1 2022 Apr 20, 2022	BUY	$67.71 - $74.19 $67,506 - $73,967	997 Added 15.2%	7,557 $539,000
Q4 2021 Jan 28, 2022	BUY	$67.9 - $73.3 $310,506 - $335,200	4,573 Added 230.15%	6,560 $480,000
Q3 2021 Nov 02, 2021	BUY	$66.91 - $71.05 $82,366 - $87,462	1,231 Added 162.83%	1,987 $134,000
Q2 2021 Jul 29, 2021	BUY	$65.81 - $69.75 $25,929 - $27,481	394 Added 108.84%	756 $52,000
Q1 2020 Apr 27, 2020	SELL	$38.4 - $61.03 $19,584 - $31,125	-510 Reduced 58.49%	362 $16,000
Q4 2019 Jan 24, 2020	SELL	$54.73 - $60.25 $56,590 - $62,298	-1,034 Reduced 54.25%	872 $52,000
Q1 2019 Apr 12, 2019	SELL	N/A	-52 Reduced 2.66%	1,906 $104,000
Q4 2018 Jan 17, 2019	BUY	N/A	14 Added 0.72%	1,958 $97,000
Q4 2017 Jan 29, 2018	SELL	N/A	-15 Reduced 0.77%	1,944 $106,000
Q3 2017 Nov 03, 2017	SELL	N/A	-24 Reduced 1.21%	1,959 $102,000
Q2 2017 Aug 09, 2017	BUY	N/A	1,983	1,983 $100,000

Others Institutions Holding SCHV

# of Institutions

962

Shares Held

342M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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Ironwood Financial, LLC Schwab Strategic Tr Us Large C Transaction History