Iag Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History

Iag Wealth Partners, LLC

$743 Million
Q3 2025

A detailed history of Iag Wealth Partners, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Iag Wealth Partners, LLC holds 9,000 shares of SCHV stock, worth $260,910. This represents 0.04% of its overall portfolio holdings.

Number of Shares

9,000

Previous 9,000 -0.0%

Holding current value

$260,910

Previous $249,000 4.82%

% of portfolio

0.04%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$25.77 - $27.6 $14,688 - $15,732	-570 Reduced 5.96%	9,000 $236,000
Q4 2024 Feb 10, 2025	BUY	$25.79 - $80.4 $164,540 - $512,952	6,380 Added 200.0%	9,570 $249,000
Q2 2024 Jul 16, 2024	SELL	$71.74 - $75.86 $9,684 - $10,241	-135 Reduced 4.06%	3,190 $236,000
Q2 2022 Aug 03, 2022	SELL	$60.93 - $72.3 $12,795 - $15,183	-210 Reduced 5.94%	3,325 $208,000
Q1 2022 May 04, 2022	SELL	$67.71 - $74.19 $15,573 - $17,063	-230 Reduced 6.11%	3,535 $252,000

Q3 2020 Feb 11, 2021	SELL	$49.44 - $54.86 $9,443 - $10,478	-191 Reduced 4.83%	3,765 $197,000
Q2 2020 Feb 11, 2021	SELL	$42.21 - $55.29 $55,337 - $72,485	-1,311 Reduced 24.89%	3,956 $199,000
Q1 2020 Feb 11, 2021	BUY	$38.4 - $61.03 $32,870 - $52,241	856 Added 19.41%	5,267 $234,000
Q4 2019 Feb 11, 2021	BUY	$54.73 - $60.25 $241,414 - $265,762	4,411 New	4,411 $266,000

Others Institutions Holding SCHV

# of Institutions

979

Shares Held

358M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

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Iag Wealth Partners, LLC Schwab Strategic Tr Us Large C Transaction History