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

Ironwood Wealth Management, Llc.

$330 Million
Q3 2024

A detailed history of Ironwood Wealth Management, Llc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Ironwood Wealth Management, Llc. holds 67,425 shares of SCHE stock, worth $1.81 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

67,425

Previous 67,818 0.58%

Holding current value

$1.81 Million

Previous $1.8 Million 9.22%

% of portfolio

0.6%

Previous 0.59%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$25.45 - $29.53 $10,001 - $11,605	-393 Reduced 0.58%	67,425 $1.97 Million
Q2 2024 Aug 08, 2024	SELL	$24.67 - $27.2 $68,878 - $75,942	-2,792 Reduced 3.95%	67,818 $1.8 Million
Q1 2024 Apr 17, 2024	SELL	$23.47 - $25.45 $20,043 - $21,734	-854 Reduced 1.2%	70,610 $1.78 Million
Q4 2023 Jan 29, 2024	SELL	$23.04 - $24.89 $37,739 - $40,769	-1,638 Reduced 2.24%	71,464 $1.77 Million
Q3 2023 Oct 26, 2023	SELL	$23.83 - $26.11 $82,261 - $90,131	-3,452 Reduced 4.51%	73,102 $1.75 Million
Q2 2023 Aug 07, 2023	SELL	$23.66 - $25.54 $11,049 - $11,927	-467 Reduced 0.61%	76,554 $1.89 Million
Q1 2023 Apr 27, 2023	SELL	$23.32 - $26.39 $79,684 - $90,174	-3,417 Reduced 4.25%	77,021 $1.89 Million
Q4 2022 Feb 14, 2023	BUY	$21.59 - $24.95 $386,309 - $446,430	17,893 Added 28.61%	80,438 $1.9 Million
Q2 2022 Jul 22, 2022	BUY	$24.51 - $28.87 $260,026 - $306,281	10,609 Added 20.43%	62,545 $1.59 Million
Q1 2022 May 12, 2022	SELL	$25.61 - $30.82 $11,575 - $13,930	-452 Reduced 0.86%	51,936 $1.44 Million
Q4 2021 Feb 01, 2022	SELL	$28.68 - $31.96 $5,391 - $6,008	-188 Reduced 0.36%	52,388 $1.55 Million
Q3 2021 Oct 21, 2021	SELL	$29.81 - $32.7 $12,132 - $13,308	-407 Reduced 0.77%	52,576 $1.6 Million
Q2 2021 Jul 28, 2021	SELL	$31.06 - $33.61 $76,842 - $83,151	-2,474 Reduced 4.46%	52,983 $1.76 Million
Q1 2021 Apr 08, 2021	SELL	$30.78 - $34.63 $428,519 - $482,118	-13,922 Reduced 20.07%	55,457 $1.76 Million
Q4 2020 Feb 10, 2021	SELL	$26.72 - $30.68 $531,834 - $610,654	-19,904 Reduced 22.29%	69,379 $2.13 Million
Q2 2020 Jul 28, 2020	SELL	$19.87 - $25.05 $1.04 Million - $1.31 Million	-52,291 Reduced 36.94%	89,283 $2.17 Million
Q1 2020 May 15, 2020	SELL	$18.68 - $28.22 $2.04 Million - $3.08 Million	-109,263 Reduced 43.56%	141,574 $2.93 Million
Q4 2019 Feb 20, 2020	SELL	$24.83 - $27.51 $3.6 Million - $3.99 Million	-144,892 Reduced 36.61%	250,837 $6.87 Million
Q3 2019 Oct 04, 2019	BUY	$25.08 - $25.94 $137,664 - $142,384	5,489 Added 1.41%	395,729 $9.95 Million
Q2 2019 Aug 14, 2019	BUY	N/A	86,317 Added 28.4%	390,240 $10.2 Million
Q1 2019 May 10, 2019	BUY	N/A	1,465 Added 0.48%	303,923 $7.91 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-31,928 Reduced 9.55%	302,458 $7.12 Million
Q3 2018 Oct 09, 2018	BUY	N/A	26,229 Added 8.51%	334,386 $8.6 Million
Q2 2018 Aug 13, 2018	BUY	N/A	46,700 Added 17.86%	308,157 $7.98 Million
Q3 2017 Feb 07, 2018	BUY	N/A	261,457	261,457 $7.04 Million

Others Institutions Holding SCHE

# of Institutions

780

Shares Held

141M

Call Options Held

28.1K

Put Options Held

200

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

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 Emergin Transaction History