Independent Solutions Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Independent Solutions Wealth Management, LLC

  • $457 Billion
  • Q4 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 96,058 shares of SCHD stock, worth $2.67 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
96,058
Previous 33,619 185.73%
Holding current value
$2.67 Million
Previous $2.84 Billion 7.65%
% of portfolio
0.57%
Previous 0.64%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$26.93 - $84.95 $1.68 Million - $5.3 Million
62,439 Added 185.73%
96,058 $2.62 Billion
Q3 2024

Dec 19, 2024
SELL
$77.02 - $85.06 $5,930 - $6,549
-77 Reduced 0.23%
33,619 $2.84 Billion
Q2 2024

Dec 19, 2024
BUY
$75.81 - $80.15 $84,755 - $89,607
1,118 Added 3.43%
33,696 $2.62 Billion
Q1 2024

Dec 19, 2024
BUY
$75.25 - $80.63 $226,201 - $242,373
3,006 Added 10.17%
32,578 $2.63 Billion
Q4 2023

Dec 19, 2024
BUY
$66.9 - $76.32 $241,910 - $275,973
3,616 Added 13.93%
29,572 $2.25 Billion
Q3 2023

Dec 19, 2024
BUY
$70.63 - $75.66 $383,167 - $410,455
5,425 Added 26.42%
25,956 $1.84 Billion
Q2 2023

Dec 19, 2024
BUY
$69.18 - $73.94 $121,825 - $130,208
1,761 Added 9.38%
20,531 $1.49 Billion
Q1 2023

Dec 19, 2024
BUY
$70.28 - $78.03 $28,112 - $31,212
400 Added 2.18%
18,770 $1.37 Billion
Q4 2022

Dec 19, 2024
SELL
$67.16 - $79.06 $111,149 - $130,844
-1,655 Reduced 8.26%
18,370 $1.39 Billion
Q3 2022

Dec 19, 2024
BUY
$66.43 - $77.87 $136,048 - $159,477
2,048 Added 11.39%
20,025 $1.33 Billion
Q2 2022

Dec 19, 2024
BUY
$70.31 - $80.24 $133,167 - $151,974
1,894 Added 11.78%
17,977 $1.29 Billion
Q1 2022

Dec 19, 2024
BUY
$75.14 - $81.94 $128,038 - $139,625
1,704 Added 11.85%
16,083 $1.27 Billion
Q4 2021

Dec 19, 2024
BUY
$74.93 - $80.86 $101,979 - $110,050
1,361 Added 10.45%
14,379 $1.16 Billion
Q3 2021

Dec 19, 2024
BUY
$74.23 - $78.13 $187,133 - $196,965
2,521 Added 24.02%
13,018 $966 Million
Q2 2021

Dec 19, 2024
BUY
$73.32 - $77.65 $196,937 - $208,567
2,686 Added 34.39%
10,497 $794 Million
Q1 2021

Dec 19, 2024
SELL
$63.23 - $73.67 $47,548 - $55,399
-752 Reduced 8.78%
7,811 $570 Million
Q4 2020

Dec 19, 2024
SELL
$54.8 - $65.16 $127,793 - $151,953
-2,332 Reduced 21.4%
8,563 $549 Million
Q3 2020

Dec 19, 2024
SELL
$50.37 - $58.54 $98,725 - $114,738
-1,960 Reduced 15.25%
10,895 $602 Million
Q2 2020

Dec 19, 2024
SELL
$43.56 - $56.5 $7,579 - $9,831
-174 Reduced 1.34%
12,855 $665 Million
Q1 2020

Dec 19, 2024
SELL
$39.5 - $59.28 $11,099 - $16,657
-281 Reduced 2.11%
13,029 $586 Million
Q4 2019

Dec 13, 2024
BUY
$52.87 - $58.15 $703,699 - $773,976
13,310 New
13,310 $771 Million

Others Institutions Holding SCHD

# of Institutions
1,919
Shares Held
789M
Call Options Held
4.7M
Put Options Held
2.08M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Independent Solutions Wealth Management, LLC Portfolio

Follow Independent Solutions Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Independent Solutions Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email