Iht Wealth Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Iht Wealth Management, LLC

  • $2.99 Billion
  • Q4 2024

A detailed history of Iht Wealth Management, LLC transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Iht Wealth Management, LLC holds 14,475 shares of SCHE stock, worth $399,654. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,475
Previous 19,016 23.88%
Holding current value
$399,654
Previous $554,000 30.51%
% of portfolio
0.01%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$26.63 - $30.23 $120,926 - $137,274
-4,541 Reduced 23.88%
14,475 $385,000
Q3 2024

Nov 14, 2024
BUY
$25.45 - $29.53 $64,235 - $74,533
2,524 Added 15.3%
19,016 $554,000
Q2 2024

Aug 14, 2024
BUY
$24.67 - $27.2 $24,225 - $26,710
982 Added 6.33%
16,492 $438,000
Q1 2024

May 15, 2024
SELL
$23.47 - $25.45 $14,246 - $15,448
-607 Reduced 3.77%
15,510 $391,000
Q4 2023

Feb 14, 2024
BUY
$23.04 - $24.89 $1,382 - $1,493
60 Added 0.37%
16,117 $399,000
Q3 2023

Nov 14, 2023
SELL
$23.83 - $26.11 $20,755 - $22,741
-871 Reduced 5.15%
16,057 $384,000
Q2 2023

Aug 14, 2023
SELL
$23.66 - $25.54 $4,897 - $5,286
-207 Reduced 1.21%
16,928 $416,000
Q1 2023

May 15, 2023
SELL
$23.32 - $26.39 $15,158 - $17,153
-650 Reduced 3.65%
17,135 $420,000
Q4 2022

Feb 14, 2023
BUY
$21.59 - $24.95 $114,794 - $132,659
5,317 Added 42.65%
17,785 $420,000
Q3 2022

Nov 22, 2022
BUY
$22.4 - $25.83 $279,283 - $322,048
12,468 New
12,468 $279,000

Others Institutions Holding SCHE

# of Institutions
834
Shares Held
144M
Call Options Held
24.2K
Put Options Held
300
View Full List

About SCHWAB STRATEGIC TR US EMERGIN

SCHE Quotes by TradingView
  • Ticker SCHE
  • Sector ETFs
  • Industry ETFs
More about SCHE
Track This Portfolio

Track Iht Wealth Management, LLC Portfolio

Follow Iht Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Iht Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Iht Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email