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

Iag Wealth Partners, LLC

$570 Million
Q1 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 10,856 shares of SCHX stock, worth $225,696. This represents 0.04% of its overall portfolio holdings.

Number of Shares

10,856

Previous 18,408 41.03%

Holding current value

$225,696

Previous $426,000 44.13%

% of portfolio

0.04%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$21.75 - $24.28 $164,256 - $183,362	-7,552 Reduced 41.03%	10,856 $238,000
Q4 2024 Feb 10, 2025	BUY	$22.4 - $68.28 $255,807 - $779,757	11,420 Added 163.42%	18,408 $426,000
Q2 2024 Jul 16, 2024	SELL	$58.7 - $64.78 $105,483 - $116,409	-1,797 Reduced 20.46%	6,988 $448,000
Q1 2024 Apr 24, 2024	BUY	$55.41 - $62.08 $35,296 - $39,544	637 Added 7.82%	8,785 $545,000
Q3 2023 Oct 24, 2023	SELL	$50.36 - $54.21 $98,000 - $105,492	-1,946 Reduced 19.28%	8,148 $412,000
Q2 2023 Aug 10, 2023	BUY	$47.67 - $52.37 $21,260 - $23,357	446 Added 4.62%	10,094 $528,000
Q1 2023 Apr 25, 2023	BUY	$44.78 - $49.41 $252,290 - $278,375	5,634 Added 140.36%	9,648 $466,000
Q4 2022 Feb 08, 2023	BUY	$42.25 - $48.16 $47,066 - $53,650	1,114 Added 38.41%	4,014 $181,000
Q1 2022 May 04, 2022	BUY	$49.51 - $57.27 $87,682 - $101,425	1,771 Added 156.86%	2,900 $156,000
Q4 2021 Feb 14, 2022	SELL	$51.9 - $57.29 $4,515 - $4,984	-87 Reduced 7.15%	1,129 $129,000
Q4 2019 Feb 11, 2021	BUY	$34.42 - $38.54 $41,854 - $46,864	1,216 New	1,216 $94,000

Others Institutions Holding SCHX

# of Institutions

1,476

Shares Held

1.09B

Call Options Held

71.4K

Put Options Held

4.2K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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