Independent Solutions Wealth Management, LLC Schwab Strategic Tr Intl Eqty 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 Intl Eqty stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 188,174 shares of SCHF stock, worth $3.72 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

188,174

Previous 100,649 86.96%

Holding current value

$3.72 Million

Previous $4.14 Billion 15.89%

% of portfolio

0.76%

Previous 0.94%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$18.41 - $40.87 $1.61 Million - $3.58 Million	87,525 Added 86.96%	188,174 $3.48 Billion
Q3 2024 Dec 19, 2024	SELL	$36.98 - $41.55 $30,434 - $34,195	-823 Reduced 0.81%	100,649 $4.14 Billion
Q2 2024 Dec 19, 2024	SELL	$37.19 - $39.82 $2,008 - $2,150	-54 Reduced 0.05%	101,472 $3.9 Billion
Q1 2024 Dec 19, 2024	BUY	$35.71 - $39.11 $126,092 - $138,097	3,531 Added 3.6%	101,526 $3.96 Billion
Q4 2023 Dec 19, 2024	SELL	$32.37 - $37.01 $30,719 - $35,122	-949 Reduced 0.96%	97,995 $3.62 Billion
Q3 2023 Dec 19, 2024	BUY	$33.82 - $36.71 $383,789 - $416,585	11,348 Added 12.95%	98,944 $3.36 Billion
Q2 2023 Dec 19, 2024	BUY	$34.48 - $36.54 $243,428 - $257,972	7,060 Added 8.77%	87,596 $3.12 Billion
Q1 2023 Dec 19, 2024	SELL	$32.42 - $35.44 $5,900 - $6,450	-182 Reduced 0.23%	80,536 $2.8 Billion
Q4 2022 Dec 19, 2024	SELL	$28.0 - $33.87 $48,580 - $58,764	-1,735 Reduced 2.1%	80,718 $2.6 Billion
Q3 2022 Dec 19, 2024	BUY	$28.01 - $33.61 $122,907 - $147,480	4,388 Added 5.62%	82,453 $2.32 Billion
Q2 2022 Dec 19, 2024	BUY	$31.13 - $37.19 $535,996 - $640,337	17,218 Added 28.3%	78,065 $2.46 Billion
Q1 2022 Dec 19, 2024	SELL	$33.67 - $39.47 $45,151 - $52,929	-1,341 Reduced 2.16%	60,847 $2.23 Billion
Q4 2021 Dec 19, 2024	BUY	$37.77 - $40.6 $87,853 - $94,435	2,326 Added 3.89%	62,188 $2.42 Billion
Q3 2021 Dec 19, 2024	BUY	$38.35 - $40.79 $24,198 - $25,738	631 Added 1.07%	59,862 $2.32 Billion
Q2 2021 Dec 19, 2024	BUY	$38.15 - $40.84 $283,454 - $303,441	7,430 Added 14.34%	59,231 $2.34 Billion
Q1 2021 Dec 19, 2024	SELL	$35.74 - $38.15 $8,720 - $9,308	-244 Reduced 0.47%	51,801 $1.95 Billion
Q4 2020 Dec 19, 2024	SELL	$30.32 - $36.26 $243,560 - $291,276	-8,033 Reduced 13.37%	52,045 $1.87 Billion
Q3 2020 Dec 19, 2024	SELL	$29.85 - $32.42 $390,975 - $424,637	-13,098 Reduced 17.9%	60,078 $1.89 Billion
Q2 2020 Dec 19, 2024	SELL	$24.62 - $31.42 $179,381 - $228,926	-7,286 Reduced 9.06%	73,176 $2.18 Billion
Q1 2020 Dec 19, 2024	SELL	$22.3 - $34.12 $28,744 - $43,980	-1,289 Reduced 1.58%	80,462 $2.08 Billion
Q4 2019 Dec 13, 2024	BUY	$30.95 - $33.72 $2.53 Million - $2.76 Million	81,751 New	81,751 $2.75 Billion

Others Institutions Holding SCHF

# of Institutions

1,373

Shares Held

1.39B

Call Options Held

38.7K

Put Options Held

12.1K

View Full List

About SCHWAB STRATEGIC TR INTL EQTY

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Independent Solutions Wealth Management, LLC Schwab Strategic Tr Intl Eqty Transaction History