Iag Wealth Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Iag Wealth Partners, LLC

$535 Million
Q3 2024

A detailed history of Iag Wealth Partners, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 16,503 shares of SCHM stock, worth $475,451. This represents 0.26% of its overall portfolio holdings.

Number of Shares

16,503

Previous 16,999 2.92%

Holding current value

$475,451

Previous $1.32 Million 3.63%

% of portfolio

0.26%

Previous 0.27%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	$75.47 - $83.18 $37,433 - $41,257	-496 Reduced 2.92%	16,503 $1.37 Million
Q2 2024 Jul 16, 2024	SELL	$75.69 - $81.19 $45,414 - $48,714	-600 Reduced 3.41%	16,999 $1.32 Million
Q1 2024 Apr 24, 2024	SELL	$72.89 - $81.43 $150,955 - $168,641	-2,071 Reduced 10.53%	17,599 $1.43 Million
Q4 2023 Feb 02, 2024	SELL	$63.01 - $75.95 $161,746 - $194,963	-2,567 Reduced 11.54%	19,670 $1.48 Million
Q3 2023 Oct 24, 2023	SELL	$66.75 - $73.98 $53,466 - $59,257	-801 Reduced 3.48%	22,237 $1.51 Million
Q2 2023 Aug 10, 2023	SELL	$65.29 - $71.03 $117,717 - $128,067	-1,803 Reduced 7.26%	23,038 $1.64 Million
Q1 2023 Apr 25, 2023	BUY	$64.24 - $73.9 $61,156 - $70,352	952 Added 3.99%	24,841 $1.69 Million
Q4 2022 Feb 08, 2023	BUY	$61.05 - $69.94 $17,216 - $19,723	282 Added 1.19%	23,889 $1.57 Million
Q3 2022 Oct 26, 2022	SELL	$60.5 - $72.51 $194,749 - $233,409	-3,219 Reduced 12.0%	23,607 $1.43 Million
Q2 2022 Aug 03, 2022	BUY	$60.91 - $76.4 $484,356 - $607,532	7,952 Added 42.13%	26,826 $1.68 Million
Q1 2022 May 04, 2022	SELL	$70.66 - $80.89 $177,851 - $203,600	-2,517 Reduced 11.77%	18,874 $1.43 Million
Q4 2021 Feb 14, 2022	BUY	$76.01 - $83.39 $12,389 - $13,592	163 Added 0.77%	21,391 $1.72 Million
Q3 2021 Nov 04, 2021	SELL	$74.65 - $80.95 $53,524 - $58,041	-717 Reduced 3.27%	21,228 $1.63 Million
Q2 2021 Aug 04, 2021	SELL	$74.64 - $79.12 $151,071 - $160,138	-2,024 Reduced 8.44%	21,945 $1.72 Million
Q1 2021 Apr 29, 2021	SELL	$67.07 - $76.85 $113,147 - $129,645	-1,687 Reduced 6.58%	23,969 $1.78 Million
Q4 2020 Feb 11, 2021	SELL	$55.93 - $68.45 $145,026 - $177,490	-2,593 Reduced 9.18%	25,656 $1.75 Million
Q3 2020 Feb 11, 2021	SELL	$51.99 - $58.83 $138,033 - $156,193	-2,655 Reduced 8.59%	28,249 $1.57 Million
Q2 2020 Feb 11, 2021	SELL	$39.01 - $57.03 $2.51 Million - $3.67 Million	-64,376 Reduced 67.57%	30,904 $1.63 Million
Q1 2020 Feb 11, 2021	SELL	$35.83 - $62.24 $704,489 - $1.22 Million	-19,662 Reduced 17.11%	95,280 $4.02 Million
Q4 2019 Feb 11, 2021	BUY	$54.56 - $60.24 $6.27 Million - $6.92 Million	114,942 New	114,942 $6.91 Million

Others Institutions Holding SCHM

# of Institutions

964

Shares Held

156M

Call Options Held

8.1K

Put Options Held

3.6K

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

Ticker SCHM
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Iag Wealth Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History