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

Ironwood Wealth Management, Llc.

$308 Million
Q1 2024

A detailed history of Ironwood Wealth Management, Llc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ironwood Wealth Management, Llc. holds 118,221 shares of SCHX stock, worth $7.67 Million. This represents 2.38% of its overall portfolio holdings.

Number of Shares

118,221

Previous 123,500 4.27%

Holding current value

$7.67 Million

Previous $6.97 Million 5.33%

% of portfolio

2.38%

Previous 2.32%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	SELL	$55.41 - $62.08 $292,509 - $327,720	-5,279 Reduced 4.27%	118,221 $7.34 Million
Q4 2023 Jan 29, 2024	SELL	$48.47 - $56.6 $128,106 - $149,593	-2,643 Reduced 2.1%	123,500 $6.97 Million
Q3 2023 Oct 26, 2023	SELL	$50.36 - $54.21 $1.69 Million - $1.82 Million	-33,565 Reduced 21.02%	126,143 $6.38 Million
Q2 2023 Aug 07, 2023	BUY	$47.67 - $52.37 $30,747 - $33,778	645 Added 0.41%	159,708 $8.36 Million
Q1 2023 Apr 27, 2023	SELL	$44.78 - $49.41 $292,547 - $322,795	-6,533 Reduced 3.95%	159,063 $7.69 Million

Q4 2022 Feb 14, 2023	BUY	$44.01 - $48.16 $2.55 Million - $2.79 Million	57,852 Added 53.69%	165,596 $7.48 Million
Q2 2022 Jul 22, 2022	BUY	N/A	2,760 Added 2.63%	107,744 $4.81 Million
Q1 2022 May 12, 2022	BUY	N/A	48,671 Added 86.43%	104,984 $5.65 Million
Q4 2021 Feb 01, 2022	SELL	N/A	-249 Reduced 0.44%	56,313 $6.41 Million
Q3 2021 Oct 21, 2021	SELL	N/A	-679 Reduced 1.19%	56,562 $5.89 Million
Q2 2021 Jul 28, 2021	SELL	N/A	-3,371 Reduced 5.56%	57,241 $5.95 Million
Q1 2021 Apr 08, 2021	SELL	N/A	-6,662 Reduced 9.9%	60,612 $5.82 Million
Q4 2020 Feb 10, 2021	SELL	N/A	-15,947 Reduced 19.16%	67,274 $6.12 Million
Q2 2020 Jul 28, 2020	SELL	N/A	-23,287 Reduced 21.86%	83,221 $6.17 Million
Q1 2020 May 15, 2020	SELL	N/A	-43,518 Reduced 29.01%	106,508 $6.52 Million
Q4 2019 Feb 20, 2020	SELL	N/A	-116,697 Reduced 43.75%	150,026 $11.5 Million
Q3 2019 Oct 04, 2019	BUY	N/A	18,312 Added 7.37%	266,723 $18.9 Million
Q2 2019 Aug 14, 2019	BUY	N/A	99,047 Added 66.31%	248,411 $17.4 Million
Q1 2019 May 10, 2019	BUY	N/A	1,669 Added 1.13%	149,364 $10.1 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-3,445 Reduced 2.28%	147,695 $8.82 Million
Q3 2018 Oct 09, 2018	BUY	N/A	2,016 Added 1.35%	151,140 $10.5 Million
Q2 2018 Aug 13, 2018	SELL	N/A	-39,102 Reduced 20.77%	149,124 $9.69 Million
Q3 2017 Feb 07, 2018	BUY	N/A	188,226	188,226 $11.3 Million

Others Institutions Holding SCHX

# of Institutions

1,258

Shares Held

426M

Call Options Held

40.4K

Put Options Held

1.4K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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