Charles Schwab’s Independence Holding Company IHC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-42,087
| Closed | -$2.39M | – | 3692 |
|
|
2021
Q4 | $2.39M | Buy |
42,087
+560
| +1% | +$29.9K | ﹤0.01% | 2643 |
|
|
2021
Q3 | $2.06M | Sell |
41,527
-8,372
| -17% | -$385K | ﹤0.01% | 2699 |
|
|
2021
Q2 | $2.31M | Buy |
49,899
+757
| +2% | +$33.6K | ﹤0.01% | 2667 |
|
|
2021
Q1 | $1.96M | Buy |
49,142
+1,101
| +2% | +$44.9K | ﹤0.01% | 2667 |
|
|
2020
Q4 | $1.97M | Buy |
48,041
+829
| +2% | +$33.1K | ﹤0.01% | 2591 |
|
|
2020
Q3 | $1.78M | Buy |
47,212
+14,302
| +43% | +$495K | ﹤0.01% | 2529 |
|
|
2020
Q2 | $1.01M | Buy |
32,910
+1,391
| +4% | +$38.8K | ﹤0.01% | 2627 |
|
|
2020
Q1 | $806K | Sell |
31,519
-135
| -0.4% | -$5.04K | ﹤0.01% | 2545 |
|
|
2019
Q4 | $1.33M | Buy |
31,654
+968
| +3% | +$38.9K | ﹤0.01% | 2520 |
|
|
2019
Q3 | $1.19M | Buy |
30,686
+18,056
| +143% | +$683K | ﹤0.01% | 2522 |
|
|
2019
Q2 | $490K | Buy |
12,630
+1,036
| +9% | +$38.4K | ﹤0.01% | 2821 |
|
|
2019
Q1 | $409K | Sell |
11,594
-696
| -6% | -$25.8K | ﹤0.01% | 2834 |
|
|
2018
Q4 | $433K | Buy |
12,290
+2,060
| +20% | +$76.3K | ﹤0.01% | 2823 |
|
|
2018
Q3 | $368K | Buy |
10,230
+800
| +8% | +$28.2K | ﹤0.01% | 2948 |
|
|
2018
Q2 | $314K | Sell |
9,430
-4,788
| -34% | -$173K | ﹤0.01% | 2946 |
|
|
2018
Q1 | $507K | Hold |
14,218
| – | – | ﹤0.01% | 2727 |
|
|
2017
Q4 | $391K | Hold |
14,218
| – | – | ﹤0.01% | 2797 |
|
|
2017
Q3 | $360K | Hold |
14,218
| – | – | ﹤0.01% | 2813 |
|
|
2017
Q2 | $291K | Hold |
14,218
| – | – | ﹤0.01% | 2886 |
|
|
2017
Q1 | $265K | Hold |
14,218
| – | – | ﹤0.01% | 2864 |
|
|
2016
Q4 | $278K | Hold |
14,218
| – | – | ﹤0.01% | 2870 |
|
|
2016
Q3 | $245K | Hold |
14,218
| – | – | ﹤0.01% | 2856 |
|
|
2016
Q2 | $256K | Hold |
14,218
| – | – | ﹤0.01% | 2845 |
|
|
2016
Q1 | $227K | Hold |
14,218
| – | – | ﹤0.01% | 2858 |
|
|
2015
Q4 | $197K | Hold |
14,218
| – | – | ﹤0.01% | 2964 |
|
|
2015
Q3 | $185K | Hold |
14,218
| – | – | ﹤0.01% | 2970 |
|
|
2015
Q2 | $188K | Hold |
14,218
| – | – | ﹤0.01% | 2988 |
|
|
2015
Q1 | $194K | Hold |
14,218
| – | – | ﹤0.01% | 2954 |
|
|
2014
Q4 | $199K | Hold |
14,218
| – | – | ﹤0.01% | 2985 |
|
|
2014
Q3 | $189K | Hold |
14,218
| – | – | ﹤0.01% | 2968 |
|
|
2014
Q2 | $201K | Hold |
14,218
| – | – | ﹤0.01% | 2998 |
|
|
2014
Q1 | $191K | Hold |
14,218
| – | – | ﹤0.01% | 2956 |
|
|
2013
Q4 | $192K | Hold |
14,218
| – | – | ﹤0.01% | 2963 |
|
|
2013
Q3 | $203K | Hold |
14,218
| – | – | ﹤0.01% | 2914 |
|
|
2013
Q2 | $169K | Buy |
+14,218
| New | +$155K | ﹤0.01% | 2964 |
|
Other funds holding IHC
Charles Schwab's IHC Position: Q1 2022 in Review
Charles Schwab sold out of Independence Holding Company (IHC) in Q1 2022, closing a stake of 42,087 shares — an estimated $2.39M sold.
Charles Schwab first reported a position in IHC in Q2 2013 and held it in 35 quarters. The position peaked at $2.39M in Q4 2021. 2 funds tracked by Wall St. Rank hold IHC as of Q1 2022.
- Charles Schwab reported no remaining Independence Holding Company position as of Q1 2022 after selling out during the quarter.
- Charles Schwab sold 42,087 Independence Holding Company shares in Q1 2022, an estimated $2.39M.
- Charles Schwab first reported a position in Independence Holding Company in Q2 2013 and held it in 35 quarters.
- Charles Schwab's Independence Holding Company position peaked at $2.39M in Q4 2021.
- 2 funds tracked by Wall St. Rank held Independence Holding Company as of Q1 2022.
Based on Charles Schwab's 13F filing for Q1 2022, filed 13 May 2022.