Ironwood Wealth Management, Llc. Schwab Strategic Tr Us Broad M Transaction History

Ironwood Wealth Management, Llc.

$291 Million
Q3 2025

A detailed history of Ironwood Wealth Management, Llc. transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Ironwood Wealth Management, Llc. holds 105,270 shares of SCHB stock, worth $2.72 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

105,270

Previous 121,606 13.43%

Holding current value

$2.72 Million

Previous $2.9 Million 6.59%

% of portfolio

0.93%

Previous 1.07%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$23.82 - $25.84 $389,123 - $422,122	-16,336 Reduced 13.43%	105,270 $2.71 Million
Q2 2025 Aug 06, 2025	SELL	$19.1 - $23.83 $837,668 - $1.05 Million	-43,857 Reduced 26.51%	121,606 $2.9 Million
Q1 2025 Apr 25, 2025	SELL	$21.23 - $23.75 $54,837 - $61,346	-2,583 Reduced 1.54%	165,463 $3.56 Million
Q4 2024 Feb 04, 2025	BUY	$22.01 - $66.82 $2.44 Million - $7.41 Million	110,925 Added 194.19%	168,046 $3.81 Million
Q3 2024 Oct 08, 2024	SELL	$59.93 - $66.52 $62,327 - $69,180	-1,040 Reduced 1.79%	57,121 $3.8 Million

Q2 2024 Aug 08, 2024	SELL	$57.57 - $63.3 $46,631 - $51,273	-810 Reduced 1.37%	58,161 $3.66 Million
Q1 2024 Apr 17, 2024	SELL	$54.61 - $61.05 $14,143 - $15,811	-259 Reduced 0.44%	58,971 $3.6 Million
Q4 2023 Jan 29, 2024	SELL	$47.61 - $55.91 $45,943 - $53,953	-965 Reduced 1.6%	59,230 $3.3 Million
Q3 2023 Oct 26, 2023	SELL	$49.59 - $53.57 $260,446 - $281,349	-5,252 Reduced 8.02%	60,195 $3 Million
Q2 2023 Aug 07, 2023	SELL	$47.08 - $51.7 $37,852 - $41,566	-804 Reduced 1.21%	65,447 $3.38 Million
Q1 2023 Apr 27, 2023	SELL	$44.47 - $49.23 $31,173 - $34,510	-701 Reduced 1.05%	66,251 $3.17 Million
Q4 2022 Feb 14, 2023	BUY	$41.94 - $47.81 $232,767 - $265,345	5,550 Added 9.04%	66,952 $3 Million
Q2 2022 Jul 22, 2022	BUY	$42.93 - $53.98 $82,082 - $103,209	1,912 Added 3.21%	61,402 $2.71 Million
Q1 2022 May 12, 2022	BUY	$49.15 - $56.85 $1.31 Million - $1.51 Million	26,645 Added 81.12%	59,490 $3.18 Million
Q4 2021 Feb 01, 2022	SELL	$51.87 - $56.86 $11,774 - $12,907	-227 Reduced 0.69%	32,845 $3.71 Million
Q3 2021 Oct 21, 2021	SELL	$51.32 - $54.83 $58,299 - $62,286	-1,136 Reduced 3.32%	33,072 $3.44 Million
Q2 2021 Jul 28, 2021	SELL	$48.92 - $52.14 $44,076 - $46,978	-901 Reduced 2.57%	34,208 $3.57 Million
Q1 2021 Apr 08, 2021	SELL	$44.89 - $48.81 $128,071 - $139,254	-2,853 Reduced 7.52%	35,109 $3.4 Million
Q4 2020 Feb 10, 2021	SELL	$39.03 - $45.5 $109,752 - $127,946	-2,812 Reduced 6.9%	37,962 $3.45 Million
Q2 2020 Jul 28, 2020	SELL	$28.84 - $38.49 $197,813 - $264,002	-6,859 Reduced 14.4%	40,774 $3 Million
Q1 2020 May 15, 2020	SELL	$26.18 - $40.44 $397,648 - $614,243	-15,189 Reduced 24.18%	47,633 $2.88 Million
Q4 2019 Feb 20, 2020	SELL	$34.47 - $38.58 $133,226 - $149,111	-3,865 Reduced 5.8%	62,822 $4.83 Million
Q3 2019 Oct 04, 2019	SELL	$35.32 - $36.13 $142,869 - $146,145	-4,045 Reduced 5.72%	66,687 $4.74 Million
Q2 2019 Aug 14, 2019	SELL	N/A	-1,451 Reduced 2.01%	70,732 $4.99 Million
Q1 2019 May 10, 2019	BUY	N/A	853 Added 1.2%	72,183 $4.91 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-518 Reduced 0.72%	71,330 $4.28 Million
Q3 2018 Oct 09, 2018	BUY	N/A	815 Added 1.15%	71,848 $5.06 Million
Q2 2018 Aug 13, 2018	SELL	N/A	-23,006 Reduced 24.46%	71,033 $4.69 Million
Q3 2017 Feb 07, 2018	BUY	N/A	94,039	94,039 $5.73 Million

Others Institutions Holding SCHB

# of Institutions

1,378

Shares Held

499M

Call Options Held

299K

Put Options Held

22.8K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

Ticker SCHB
Sector ETFs
Industry ETFs

More about SCHB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Ironwood Wealth Management, Llc. with notifications on news.

Account

Ironwood Wealth Management, Llc. Schwab Strategic Tr Us Broad M Transaction History