Ironwood Wealth Management, Llc. Schwab Strategic U.S. Mid Cap Transaction History

Ironwood Wealth Management, Llc.

$323 Million
Q4 2024

A detailed history of Ironwood Wealth Management, Llc. transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ironwood Wealth Management, Llc. holds 50,406 shares of SCHM stock, worth $1.41 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

50,406

Previous 18,034 179.51%

Holding current value

$1.41 Million

Previous $1.5 Million 6.81%

% of portfolio

0.43%

Previous 0.45%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	BUY	$27.54 - $83.04 $891,524 - $2.69 Million	32,372 Added 179.51%	50,406 $1.4 Million
Q3 2024 Oct 08, 2024	BUY	$75.47 - $83.18 $452 - $499	6 Added 0.03%	18,034 $1.5 Million
Q2 2024 Aug 08, 2024	SELL	$75.69 - $81.19 $908 - $974	-12 Reduced 0.07%	18,028 $1.4 Million
Q1 2024 Apr 17, 2024	SELL	$72.89 - $81.43 $5,175 - $5,781	-71 Reduced 0.39%	18,040 $1.47 Million
Q3 2023 Oct 26, 2023	SELL	$66.75 - $73.98 $290,429 - $321,886	-4,351 Reduced 19.37%	18,111 $1.23 Million
Q2 2023 Aug 07, 2023	BUY	$65.29 - $71.03 $6,594 - $7,174	101 Added 0.45%	22,462 $1.6 Million
Q1 2023 Apr 27, 2023	SELL	$64.24 - $73.9 $64,625 - $74,343	-1,006 Reduced 4.31%	22,361 $1.52 Million
Q4 2022 Feb 14, 2023	BUY	$61.05 - $69.94 $499,327 - $572,039	8,179 Added 53.85%	23,367 $1.53 Million
Q2 2022 Jul 22, 2022	BUY	$60.91 - $76.4 $6,334 - $7,945	104 Added 0.69%	15,188 $953,000
Q1 2022 May 12, 2022	SELL	$70.66 - $80.89 $159,903 - $183,054	-2,263 Reduced 13.05%	15,084 $1.14 Million
Q4 2021 Feb 01, 2022	SELL	$76.01 - $83.39 $1,140 - $1,250	-15 Reduced 0.09%	17,347 $1.4 Million
Q3 2021 Oct 21, 2021	SELL	$74.65 - $80.95 $52,404 - $56,826	-702 Reduced 3.89%	17,362 $1.33 Million
Q2 2021 Jul 28, 2021	SELL	$74.64 - $79.12 $747,295 - $792,149	-10,012 Reduced 35.66%	18,064 $1.42 Million
Q1 2021 Apr 08, 2021	SELL	$67.07 - $76.85 $539,846 - $618,565	-8,049 Reduced 22.28%	28,076 $2.09 Million
Q4 2020 Feb 10, 2021	SELL	$55.93 - $68.45 $174,333 - $213,358	-3,117 Reduced 7.94%	36,125 $2.46 Million
Q2 2020 Jul 28, 2020	SELL	$39.01 - $57.03 $597,165 - $873,015	-15,308 Reduced 28.06%	39,242 $2.07 Million
Q1 2020 May 15, 2020	SELL	$35.83 - $62.24 $1.42 Million - $2.47 Million	-39,737 Reduced 42.14%	54,550 $2.3 Million
Q4 2019 Feb 20, 2020	SELL	$54.56 - $60.24 $322,722 - $356,319	-5,915 Reduced 5.9%	94,287 $5.67 Million
Q3 2019 Oct 04, 2019	SELL	$56.23 - $57.59 $4.03 Million - $4.13 Million	-71,716 Reduced 41.72%	100,202 $5.67 Million
Q2 2019 Aug 14, 2019	BUY	N/A	9,524 Added 5.86%	171,918 $9.82 Million
Q1 2019 May 10, 2019	BUY	N/A	2,196 Added 1.37%	162,394 $9 Million
Q4 2018 Feb 13, 2019	BUY	N/A	3,657 Added 2.34%	160,198 $7.68 Million
Q3 2018 Oct 09, 2018	BUY	N/A	4,686 Added 3.09%	156,541 $9.05 Million
Q2 2018 Aug 13, 2018	SELL	N/A	-1,783 Reduced 1.16%	151,855 $8.34 Million
Q3 2017 Feb 07, 2018	BUY	N/A	153,638	153,638 $7.7 Million

Others Institutions Holding SCHM

# of Institutions

1,012

Shares Held

271M

Call Options Held

15K

Put Options Held

1.1K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
Sector ETFs
Industry ETFs

More about SCHM

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 U.S. Mid Cap Transaction History