Ironwood Investment Counsel, LLC Schwab Strategic Tr Us Large C Transaction History

Ironwood Investment Counsel, LLC

$569 Million
Q3 2024

A detailed history of Ironwood Investment Counsel, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ironwood Investment Counsel, LLC holds 11,277 shares of SCHX stock, worth $271,324. This represents 0.13% of its overall portfolio holdings.

Number of Shares

11,277

Previous 11,264 0.12%

Holding current value

$271,324

Previous $723,000 5.81%

% of portfolio

0.13%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$61.11 - $67.85 $794 - $882	13 Added 0.12%	11,277 $765,000
Q1 2024 May 10, 2024	SELL	$55.41 - $62.08 $11,082 - $12,416	-200 Reduced 1.74%	11,264 $699,000
Q4 2023 Feb 07, 2024	SELL	$48.47 - $56.6 $12,505 - $14,602	-258 Reduced 2.2%	11,464 $646,000
Q3 2023 Nov 14, 2023	BUY	$50.36 - $54.21 $138,590 - $149,185	2,752 Added 30.68%	11,722 $593,000
Q2 2023 Aug 08, 2023	BUY	$47.67 - $52.37 $225,431 - $247,657	4,729 Added 111.51%	8,970 $469,000
Q1 2023 May 11, 2023	SELL	$44.78 - $49.41 $116,607 - $128,663	-2,604 Reduced 38.04%	4,241 $205,000
Q4 2022 Feb 01, 2023	BUY	$42.25 - $48.16 $289,201 - $329,655	6,845 New	6,845 $309,000

Others Institutions Holding SCHX

# of Institutions

1,399

Shares Held

737M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ironwood Investment Counsel, LLC with notifications on news.

Account

Ironwood Investment Counsel, LLC Schwab Strategic Tr Us Large C Transaction History