Ironwood Wealth Management, Llc. Schwab Strategic Tr Us Small C Transaction History

Ironwood Wealth Management, Llc.

$330 Million
Q3 2024

A detailed history of Ironwood Wealth Management, Llc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Ironwood Wealth Management, Llc. holds 28,189 shares of SCHA stock, worth $733,477. This represents 0.44% of its overall portfolio holdings.

Number of Shares

28,189

Previous 28,491 1.06%

Holding current value

$733,477

Previous $1.35 Million 7.4%

% of portfolio

0.44%

Previous 0.44%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$46.9 - $51.96 $14,163 - $15,691	-302 Reduced 1.06%	28,189 $1.45 Million
Q2 2024 Aug 08, 2024	BUY	$45.24 - $49.04 $20,900 - $22,656	462 Added 1.65%	28,491 $1.35 Million
Q1 2024 Apr 17, 2024	SELL	$44.84 - $49.24 $36,365 - $39,933	-811 Reduced 2.81%	28,029 $1.38 Million
Q4 2023 Jan 29, 2024	SELL	$38.13 - $48.02 $1.76 Million - $2.21 Million	-46,033 Reduced 61.48%	28,840 $1.36 Million
Q3 2023 Oct 26, 2023	SELL	$40.85 - $46.1 $67,320 - $75,972	-1,648 Reduced 2.15%	74,873 $3.1 Million
Q2 2023 Aug 07, 2023	SELL	$39.91 - $43.82 $1,037 - $1,139	-26 Reduced 0.03%	76,521 $3.35 Million
Q1 2023 Apr 27, 2023	SELL	$39.82 - $46.36 $218,731 - $254,655	-5,493 Reduced 6.7%	76,547 $3.21 Million
Q4 2022 Feb 14, 2023	BUY	$38.25 - $43.54 $2.11 Million - $2.41 Million	55,275 Added 206.52%	82,040 $3.32 Million
Q2 2022 Jul 22, 2022	BUY	$37.88 - $48.01 $21,250 - $26,933	561 Added 2.14%	26,765 $1.04 Million
Q1 2022 May 12, 2022	BUY	$44.42 - $51.73 $565,333 - $658,367	12,727 Added 94.43%	26,204 $1.24 Million
Q4 2021 Feb 01, 2022	BUY	$48.64 - $55.07 $10,554 - $11,950	217 Added 1.64%	13,477 $1.38 Million
Q3 2021 Oct 21, 2021	BUY	$48.3 - $52.49 $1,738 - $1,889	36 Added 0.27%	13,260 $1.33 Million
Q2 2021 Jul 28, 2021	SELL	$48.39 - $52.91 $197,624 - $216,084	-4,084 Reduced 23.6%	13,224 $1.38 Million
Q1 2021 Apr 08, 2021	SELL	$43.89 - $52.63 $341,946 - $410,040	-7,791 Reduced 31.04%	17,308 $1.73 Million
Q4 2020 Feb 10, 2021	SELL	$34.66 - $45.17 $152,607 - $198,883	-4,403 Reduced 14.92%	25,099 $2.23 Million
Q2 2020 Jul 28, 2020	SELL	$23.59 - $35.22 $279,895 - $417,885	-11,865 Reduced 28.68%	29,502 $1.93 Million
Q1 2020 May 15, 2020	SELL	$22.29 - $38.7 $832,665 - $1.45 Million	-37,356 Reduced 47.45%	41,367 $2.13 Million
Q4 2019 Feb 20, 2020	SELL	$33.63 - $38.03 $66,923 - $75,679	-1,990 Reduced 2.47%	78,723 $5.96 Million
Q3 2019 Oct 04, 2019	BUY	$34.78 - $36.12 $8,521 - $8,849	245 Added 0.3%	80,713 $5.63 Million
Q2 2019 Aug 14, 2019	BUY	N/A	2,638 Added 3.39%	80,468 $5.75 Million
Q1 2019 May 10, 2019	BUY	N/A	3,210 Added 4.3%	77,830 $5.44 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-5,316 Reduced 6.65%	74,620 $4.53 Million
Q3 2018 Oct 09, 2018	BUY	N/A	10,408 Added 14.97%	79,936 $6.09 Million
Q2 2018 Aug 13, 2018	BUY	N/A	24,362 Added 53.94%	69,528 $5.12 Million
Q3 2017 Feb 07, 2018	BUY	N/A	45,166	45,166 $3.04 Million

Others Institutions Holding SCHA

# of Institutions

1,147

Shares Held

147M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ironwood Wealth Management, Llc. with notifications on news.

Account

Ironwood Wealth Management, Llc. Schwab Strategic Tr Us Small C Transaction History