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 $752,928. This represents 0.44% of its overall portfolio holdings.

Number of Shares

28,189

Previous 28,491 1.06%

Holding current value

$752,928

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

1,165

Shares Held

187M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

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