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

Ironwood Investment Counsel, LLC

$554 Million
Q4 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 29,170 shares of SCHX stock, worth $640,573. This represents 0.12% of its overall portfolio holdings.

Number of Shares

29,170

Previous 11,277 158.67%

Holding current value

$640,573

Previous $765,000 11.63%

% of portfolio

0.12%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	BUY	$22.4 - $68.28 $400,803 - $1.22 Million	17,893 Added 158.67%	29,170 $676,000
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

1,477

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

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About SCHWAB STRATEGIC TR US LARGE-C

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