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

Ironwood Financial, LLC

  • $475 Million
  • Q3 2024

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 9,682 shares of SCHV stock, worth $252,603. This represents 0.16% of its overall portfolio holdings.

Number of Shares
9,682
Previous 9,688 0.06%
Holding current value
$252,603
Previous $717,000 8.51%
% of portfolio
0.16%
Previous 0.16%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
836
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
Track This Portfolio

Track Ironwood Financial, LLC Portfolio

Follow Ironwood Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ironwood Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ironwood Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email