Ironwood Wealth Management, Llc. Schwab Strategic Tr Us Large 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 Large C stock. As of the latest transaction made, Ironwood Wealth Management, Llc. holds 109,978 shares of SCHX stock, worth $2.57 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares

109,978

Previous 111,371 1.25%

Holding current value

$2.57 Million

Previous $7.16 Million 4.29%

% of portfolio

2.26%

Previous 2.34%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	SELL	$61.11 - $67.85 $85,126 - $94,515	-1,393 Reduced 1.25%	109,978 $7.46 Million
Q2 2024 Aug 08, 2024	SELL	$58.7 - $64.78 $402,095 - $443,743	-6,850 Reduced 5.79%	111,371 $7.16 Million
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	$42.25 - $48.16 $2.44 Million - $2.79 Million	57,852 Added 53.69%	165,596 $7.48 Million
Q2 2022 Jul 22, 2022	BUY	$43.35 - $54.51 $119,646 - $150,447	2,760 Added 2.63%	107,744 $4.81 Million
Q1 2022 May 12, 2022	BUY	$49.51 - $57.27 $2.41 Million - $2.79 Million	48,671 Added 86.43%	104,984 $5.65 Million
Q4 2021 Feb 01, 2022	SELL	$51.9 - $57.29 $12,923 - $14,265	-249 Reduced 0.44%	56,313 $6.41 Million
Q3 2021 Oct 21, 2021	SELL	$51.52 - $54.94 $34,982 - $37,304	-679 Reduced 1.19%	56,562 $5.89 Million
Q2 2021 Jul 28, 2021	SELL	$48.62 - $52.01 $163,898 - $175,325	-3,371 Reduced 5.56%	57,241 $5.95 Million
Q1 2021 Apr 08, 2021	SELL	$44.9 - $48.34 $299,123 - $322,041	-6,662 Reduced 9.9%	60,612 $5.82 Million
Q4 2020 Feb 10, 2021	SELL	$39.35 - $45.48 $627,514 - $725,269	-15,947 Reduced 19.16%	67,274 $6.12 Million
Q2 2020 Jul 28, 2020	SELL	$29.25 - $38.76 $681,144 - $902,604	-23,287 Reduced 21.86%	83,221 $6.17 Million
Q1 2020 May 15, 2020	SELL	$26.61 - $40.52 $1.16 Million - $1.76 Million	-43,518 Reduced 29.01%	106,508 $6.52 Million
Q4 2019 Feb 20, 2020	SELL	$34.42 - $38.54 $4.02 Million - $4.5 Million	-116,697 Reduced 43.75%	150,026 $11.5 Million
Q3 2019 Oct 04, 2019	BUY	$35.28 - $36.01 $646,047 - $659,415	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

1,353

Shares Held

349M

Call Options Held

34.3K

Put Options Held

1.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHX
Sector ETFs
Industry ETFs

More about SCHX

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 Large C Transaction History