Ironwood Wealth Management, Llc. Schwab Strategic Tr Us Broad M Transaction History

Ironwood Wealth Management, Llc.

$308 Million
Q1 2024

A detailed history of Ironwood Wealth Management, Llc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ironwood Wealth Management, Llc. holds 58,971 shares of SCHB stock, worth $3.75 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

58,971

Previous 59,230 0.44%

Holding current value

$3.75 Million

Previous $3.3 Million 9.19%

% of portfolio

1.17%

Previous 1.1%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$54.61 - $61.05 $14,143 - $15,811	-259 Reduced 0.44%	58,971 $3.6 Million
Q4 2023 Jan 29, 2024	SELL	$47.61 - $55.91 $45,943 - $53,953	-965 Reduced 1.6%	59,230 $3.3 Million
Q3 2023 Oct 26, 2023	SELL	$49.59 - $53.57 $260,446 - $281,349	-5,252 Reduced 8.02%	60,195 $3 Million
Q2 2023 Aug 07, 2023	SELL	$47.08 - $51.7 $37,852 - $41,566	-804 Reduced 1.21%	65,447 $3.38 Million
Q1 2023 Apr 27, 2023	SELL	$44.47 - $49.23 $31,173 - $34,510	-701 Reduced 1.05%	66,251 $3.17 Million

Q4 2022 Feb 14, 2023	BUY	$43.88 - $47.81 $243,534 - $265,345	5,550 Added 9.04%	66,952 $3 Million
Q2 2022 Jul 22, 2022	BUY	N/A	1,912 Added 3.21%	61,402 $2.71 Million
Q1 2022 May 12, 2022	BUY	N/A	26,645 Added 81.12%	59,490 $3.18 Million
Q4 2021 Feb 01, 2022	SELL	N/A	-227 Reduced 0.69%	32,845 $3.71 Million
Q3 2021 Oct 21, 2021	SELL	N/A	-1,136 Reduced 3.32%	33,072 $3.44 Million
Q2 2021 Jul 28, 2021	SELL	N/A	-901 Reduced 2.57%	34,208 $3.57 Million
Q1 2021 Apr 08, 2021	SELL	N/A	-2,853 Reduced 7.52%	35,109 $3.4 Million
Q4 2020 Feb 10, 2021	SELL	N/A	-2,812 Reduced 6.9%	37,962 $3.45 Million
Q2 2020 Jul 28, 2020	SELL	N/A	-6,859 Reduced 14.4%	40,774 $3 Million
Q1 2020 May 15, 2020	SELL	N/A	-15,189 Reduced 24.18%	47,633 $2.88 Million
Q4 2019 Feb 20, 2020	SELL	N/A	-3,865 Reduced 5.8%	62,822 $4.83 Million
Q3 2019 Oct 04, 2019	SELL	N/A	-4,045 Reduced 5.72%	66,687 $4.74 Million
Q2 2019 Aug 14, 2019	SELL	N/A	-1,451 Reduced 2.01%	70,732 $4.99 Million
Q1 2019 May 10, 2019	BUY	N/A	853 Added 1.2%	72,183 $4.91 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-518 Reduced 0.72%	71,330 $4.28 Million
Q3 2018 Oct 09, 2018	BUY	N/A	815 Added 1.15%	71,848 $5.06 Million
Q2 2018 Aug 13, 2018	SELL	N/A	-23,006 Reduced 24.46%	71,033 $4.69 Million
Q3 2017 Feb 07, 2018	BUY	N/A	94,039	94,039 $5.73 Million

Others Institutions Holding SCHB

# of Institutions

1,122

Shares Held

161M

Call Options Held

230K

Put Options Held

29.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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Ironwood Wealth Management, Llc. Schwab Strategic Tr Us Broad M Transaction History