Ironwood Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History

Ironwood Financial, LLC

  • $570 Million
  • Q4 2025

A detailed history of Ironwood Financial, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Ironwood Financial, LLC holds 65,329 shares of SCHM stock, worth $1.9 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
65,329
Previous 65,809 0.73%
Holding current value
$1.9 Million
Previous $1.95 Million 2.36%
% of portfolio
0.33%
Previous 0.35%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
SELL
$28.9 - $30.17 $13,872 - $14,481
-480 Reduced 0.73%
65,329 $1.9 Million
Q3 2025

Oct 22, 2025
SELL
$28.15 - $30.13 $46,560 - $49,835
-1,654 Reduced 2.45%
65,809 $1.95 Million
Q1 2025

Apr 15, 2025
SELL
$25.58 - $29.24 $20,719 - $23,684
-810 Reduced 1.19%
67,463 $1.77 Million
Q4 2024

Jan 16, 2025
BUY
$27.54 - $83.04 $1.32 Million - $3.99 Million
48,102 Added 238.47%
68,273 $1.89 Million
Q3 2024

Oct 16, 2024
SELL
$75.47 - $83.18 $23,773 - $26,201
-315 Reduced 1.54%
20,171 $1.68 Million
Q2 2024

Jul 19, 2024
SELL
$75.69 - $81.19 $33,833 - $36,291
-447 Reduced 2.14%
20,486 $1.59 Million
Q1 2024

Apr 17, 2024
SELL
$72.89 - $81.43 $9,475 - $10,585
-130 Reduced 0.62%
20,933 $1.7 Million
Q4 2023

Jan 19, 2024
SELL
$63.01 - $75.95 $11,593 - $13,974
-184 Reduced 0.87%
21,063 $1.59 Million
Q3 2023

Oct 24, 2023
SELL
$66.75 - $73.98 $31,973 - $35,436
-479 Reduced 2.2%
21,247 $1.44 Million
Q2 2023

Jul 20, 2023
BUY
$65.29 - $71.03 $21,219 - $23,084
325 Added 1.52%
21,726 $1.54 Million
Q1 2023

Apr 14, 2023
BUY
$64.24 - $73.9 $6,488 - $7,463
101 Added 0.47%
21,401 $1.45 Million
Q4 2022

Feb 14, 2023
BUY
$61.05 - $69.94 $39,438 - $45,181
646 Added 3.13%
21,300 $1.4 Million
Q3 2022

Oct 26, 2022
SELL
$60.5 - $72.51 $55,115 - $66,056
-911 Reduced 4.22%
20,654 $1.25 Million
Q2 2022

Jul 29, 2022
SELL
$60.91 - $76.4 $19,369 - $24,295
-318 Reduced 1.45%
21,565 $1.35 Million
Q1 2022

Apr 20, 2022
BUY
$70.66 - $80.89 $1,766 - $2,022
25 Added 0.11%
21,883 $1.66 Million
Q4 2021

Jan 28, 2022
SELL
$76.01 - $83.39 $21,358 - $23,432
-281 Reduced 1.27%
21,858 $1.76 Million
Q3 2021

Nov 02, 2021
SELL
$74.65 - $80.95 $30,457 - $33,027
-408 Reduced 1.81%
22,139 $1.7 Million
Q2 2021

Jul 29, 2021
SELL
$74.64 - $79.12 $91,807 - $97,317
-1,230 Reduced 5.17%
22,547 $1.77 Million
Q1 2021

Apr 28, 2021
SELL
$67.07 - $76.85 $2,951 - $3,381
-44 Reduced 0.18%
23,777 $1.77 Million
Q4 2020

Jan 26, 2021
SELL
$55.93 - $68.45 $29,754 - $36,415
-532 Reduced 2.18%
23,821 $1.62 Million
Q3 2020

Nov 03, 2020
BUY
$51.99 - $58.83 $3,379 - $3,823
65 Added 0.27%
24,353 $1.35 Million
Q2 2020

Jul 28, 2020
SELL
$39.01 - $57.03 $16,813 - $24,579
-431 Reduced 1.74%
24,288 $1.28 Million
Q1 2020

Apr 27, 2020
SELL
$35.83 - $62.24 $628,744 - $1.09 Million
-17,548 Reduced 41.52%
24,719 $1.04 Million
Q4 2019

Jan 24, 2020
BUY
$54.56 - $60.24 $24,497 - $27,047
449 Added 1.07%
42,267 $2.54 Million
Q3 2019

Oct 31, 2019
BUY
$56.23 - $57.59 $101,720 - $104,180
1,809 Added 4.52%
41,818 $2.36 Million
Q2 2019

Jul 30, 2019
BUY
N/A
1,745 Added 4.56%
40,009 $2.28 Million
Q1 2019

Apr 12, 2019
BUY
N/A
1,436 Added 3.9%
38,264 $2.12 Million
Q4 2018

Jan 17, 2019
BUY
N/A
4,983 Added 15.65%
36,828 $1.77 Million
Q3 2018

Oct 26, 2018
BUY
N/A
1,228 Added 4.01%
31,845 $1.84 Million
Q2 2018

Jul 27, 2018
SELL
N/A
-409 Reduced 1.32%
30,617 $1.68 Million
Q1 2018

May 08, 2018
BUY
N/A
1,919 Added 6.59%
31,026 $1.64 Million
Q4 2017

Jan 29, 2018
BUY
N/A
933 Added 3.31%
29,107 $1.55 Million
Q3 2017

Nov 03, 2017
BUY
N/A
636 Added 2.31%
28,174 $1.41 Million
Q2 2017

Aug 09, 2017
BUY
N/A
27,538
27,538 $1.33 Million

Others Institutions Holding SCHM

# of Institutions
1,068
Shares Held
282M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
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More about SCHM
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