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

Independent Wealth Network Inc.

$234 Million
Q4 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 20,478 shares of SCHG stock, worth $584,032. This represents 0.24% of its overall portfolio holdings.

Number of Shares

20,478

Previous 3,781 441.6%

Holding current value

$584,032

Previous $393,000 45.04%

% of portfolio

0.24%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$25.93 - $105.3 $432,953 - $1.76 Million	16,697 Added 441.6%	20,478 $570,000
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

1,380

Shares Held

1.91B

Call Options Held

167K

Put Options Held

96.6K

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About SCHWAB STRATEGIC TR US LARGE-C

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