Independent Wealth Network Inc. Schwab Strategic Tr Us Large C Transaction History

Independent Wealth Network Inc.

  • $218 Million
  • Q3 2024

A detailed history of Independent Wealth Network Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Independent Wealth Network Inc. holds 3,781 shares of SCHG stock, worth $109,270. This represents 0.18% of its overall portfolio holdings.

Number of Shares
3,781
Previous 3,507 7.81%
Holding current value
$109,270
Previous $353,000 11.33%
% of portfolio
0.18%
Previous 0.17%

Shares

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

Oct 15, 2024
BUY
$92.63 - $105.69 $25,380 - $28,959
274 Added 7.81%
3,781 $393,000
Q2 2024

Jul 18, 2024
BUY
$87.04 - $101.61 $3,916 - $4,572
45 Added 1.3%
3,507 $353,000
Q1 2024

May 20, 2024
BUY
$80.6 - $93.32 $279,037 - $323,073
3,462 New
3,462 $320,000
Q4 2023

Jan 12, 2024
BUY
$70.08 - $83.37 $187,253 - $222,764
2,672 New
2,672 $221,000
Q1 2022

Apr 20, 2022
SELL
$65.63 - $82.62 $178,710 - $224,974
-2,723 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$73.11 - $83.4 $17,619 - $20,099
241 Added 9.71%
2,723 $446,000
Q3 2021

Nov 04, 2021
BUY
$73.24 - $78.94 $181,781 - $195,929
2,482 New
2,482 $404,000

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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