Iht Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Iht Wealth Management, LLC holds 104,841 shares of SCHA stock, worth $2.75 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
104,841
Previous 63,526 65.04%
Holding current value
$2.75 Million
Previous $3.01 Million 79.13%
% of portfolio
0.16%
Previous 0.11%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$46.9 - $51.96 $1.94 Million - $2.15 Million
41,315 Added 65.04%
104,841 $5.4 Million
Q2 2024

Aug 14, 2024
BUY
$45.24 - $49.04 $59,354 - $64,340
1,312 Added 2.11%
63,526 $3.01 Million
Q1 2024

May 15, 2024
BUY
$44.84 - $49.24 $810,348 - $889,865
18,072 Added 40.94%
62,214 $3.06 Million
Q4 2023

Feb 14, 2024
BUY
$38.13 - $48.02 $13,574 - $17,095
356 Added 0.81%
44,142 $2.09 Million
Q3 2023

Nov 14, 2023
BUY
$40.85 - $46.1 $6,658 - $7,514
163 Added 0.37%
43,786 $1.81 Million
Q2 2023

Aug 14, 2023
BUY
$39.91 - $43.82 $3,951 - $4,338
99 Added 0.23%
43,623 $1.91 Million
Q1 2023

May 15, 2023
SELL
$39.82 - $46.36 $33,568 - $39,081
-843 Reduced 1.9%
43,524 $1.82 Million
Q4 2022

Feb 14, 2023
SELL
$38.25 - $43.54 $58,981 - $67,138
-1,542 Reduced 3.36%
44,367 $1.8 Million
Q3 2022

Nov 22, 2022
BUY
$37.65 - $45.9 $1.73 Million - $2.11 Million
45,909 New
45,909 $1.74 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-3,377 Closed
0 $0
Q2 2018

Aug 13, 2018
BUY
N/A
2,328 Added 221.93%
3,377 $248,000
Q3 2017

Nov 14, 2017
BUY
N/A
1,049
1,049 $71,000

Others Institutions Holding SCHA

# of Institutions
1,147
Shares Held
147M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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