Ima Wealth, Inc. Schwab Strategic Tr Us Large C Transaction History

Ima Wealth, Inc.

  • $458 Million
  • Q3 2024

A detailed history of Ima Wealth, Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Ima Wealth, Inc. holds 7,318 shares of SCHV stock, worth $192,682. This represents 0.13% of its overall portfolio holdings.

Number of Shares
7,318
Holding current value
$192,682
% of portfolio
0.13%

Shares

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

Nov 14, 2024
BUY
$73.43 - $80.37 $537,360 - $588,147
7,318 New
7,318 $588,000
Q2 2024

Jul 25, 2024
BUY
$71.74 - $75.86 $524,993 - $555,143
7,318 New
7,318 $542,000
Q2 2023

Aug 15, 2023
SELL
$63.33 - $67.21 $75,932 - $80,584
-1,199 Reduced 12.6%
8,316 $557,000
Q1 2023

May 15, 2023
BUY
$62.59 - $69.3 $51,010 - $56,479
815 Added 9.37%
9,515 $623,000
Q4 2022

Feb 15, 2023
SELL
$59.13 - $69.24 $49,137 - $57,538
-831 Reduced 8.72%
8,700 $574,000
Q2 2022

Aug 18, 2022
SELL
$60.93 - $72.3 $25,164 - $29,859
-413 Reduced 4.15%
9,531 $595,000
Q1 2022

Jun 13, 2022
SELL
$67.71 - $74.19 $1,354 - $1,483
-20 Reduced 0.2%
9,944 $710,000
Q4 2021

Feb 14, 2022
BUY
$67.9 - $73.3 $679 - $733
10 Added 0.1%
9,964 $730,000
Q3 2021

Nov 03, 2021
SELL
$66.91 - $71.05 $18,400 - $19,538
-275 Reduced 2.69%
9,954 $672,000
Q1 2021

May 13, 2021
BUY
$58.71 - $65.66 $23,014 - $25,738
392 Added 3.98%
10,229 $668,000
Q4 2020

Feb 08, 2021
SELL
$50.83 - $59.53 $634,409 - $742,993
-12,481 Reduced 55.92%
9,837 $586,000
Q3 2020

Nov 16, 2020
BUY
$49.44 - $54.86 $27,093 - $30,063
548 Added 2.52%
22,318 $1.17 Million
Q2 2020

Aug 13, 2020
SELL
$42.21 - $55.29 $850,742 - $1.11 Million
-20,155 Reduced 48.07%
21,770 $1.09 Million
Q1 2020

Apr 14, 2020
SELL
$38.4 - $61.03 $96,998 - $154,161
-2,526 Reduced 5.68%
41,925 $1.86 Million
Q4 2019

Feb 24, 2020
SELL
$54.73 - $60.25 $129,381 - $142,431
-2,364 Reduced 5.05%
44,451 $2.67 Million
Q3 2019

Oct 29, 2019
SELL
$56.56 - $57.5 $107,294 - $109,077
-1,897 Reduced 3.89%
46,815 $2.66 Million
Q2 2019

Jul 19, 2019
SELL
N/A
-4,140 Reduced 7.83%
48,712 $2.74 Million
Q1 2019

May 09, 2019
SELL
N/A
-4,148 Reduced 7.28%
52,852 $2.89 Million
Q4 2018

Jan 15, 2019
SELL
N/A
-8,501 Reduced 12.98%
57,000 $2.81 Million
Q3 2018

Oct 18, 2018
SELL
N/A
-4,873 Reduced 6.92%
65,501 $3.67 Million
Q2 2018

Aug 01, 2018
SELL
N/A
-25,818 Reduced 26.84%
70,374 $3.74 Million
Q1 2018

Apr 20, 2018
SELL
N/A
-17,396 Reduced 15.31%
96,192 $5.08 Million
Q4 2017

Feb 05, 2018
BUY
N/A
113,588
113,588 $6.21 Million

Others Institutions Holding SCHV

# of Institutions
836
Shares Held
112M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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