Independent Solutions Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History

Independent Solutions Wealth Management, LLC

  • $442 Billion
  • Q3 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 124,606 shares of SCHR stock, worth $3.04 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
124,606
Previous 112,345 10.91%
Holding current value
$3.04 Million
Previous $5.48 Billion 15.08%
% of portfolio
1.43%
Previous 1.26%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Dec 19, 2024
BUY
$48.4 - $50.91 $593,432 - $624,207
12,261 Added 10.91%
124,606 $6.31 Billion
Q2 2024

Dec 19, 2024
SELL
$47.85 - $49.0 $247,145 - $253,085
-5,165 Reduced 4.4%
112,345 $5.48 Billion
Q1 2024

Dec 19, 2024
BUY
$48.64 - $49.88 $510,963 - $523,989
10,505 Added 9.82%
117,510 $5.76 Billion
Q4 2023

Dec 19, 2024
BUY
$47.09 - $49.87 $131,899 - $139,685
2,801 Added 2.69%
107,005 $5.32 Billion
Q3 2023

Dec 19, 2024
BUY
$47.78 - $49.59 $882,831 - $916,274
18,477 Added 21.55%
104,204 $5 Billion
Q2 2023

Dec 19, 2024
BUY
$49.25 - $50.96 $271,761 - $281,197
5,518 Added 6.88%
85,727 $4.22 Billion
Q1 2023

Dec 19, 2024
BUY
$48.55 - $50.78 $435,493 - $455,496
8,970 Added 12.59%
80,209 $4.04 Billion
Q4 2022

Dec 19, 2024
BUY
$48.12 - $50.24 $457,091 - $477,229
9,499 Added 15.39%
71,239 $3.51 Billion
Q3 2022

Dec 19, 2024
BUY
$48.68 - $52.54 $52,525 - $56,690
1,079 Added 1.78%
61,740 $3.03 Billion
Q2 2022

Dec 19, 2024
BUY
$50.08 - $52.78 $139,072 - $146,570
2,777 Added 4.8%
60,661 $3.13 Billion
Q1 2022

Dec 19, 2024
BUY
$52.72 - $55.84 $201,390 - $213,308
3,820 Added 7.07%
57,884 $3.08 Billion
Q4 2021

Dec 19, 2024
SELL
$55.82 - $56.81 $34,775 - $35,392
-623 Reduced 1.14%
54,064 $3.04 Billion
Q3 2021

Dec 19, 2024
BUY
$56.59 - $57.62 $94,392 - $96,110
1,668 Added 3.15%
54,687 $3.1 Billion
Q2 2021

Dec 19, 2024
BUY
$56.38 - $57.16 $280,321 - $284,199
4,972 Added 10.35%
53,019 $3.02 Billion
Q1 2021

Dec 19, 2024
BUY
$56.41 - $58.25 $511,469 - $528,152
9,067 Added 23.26%
48,047 $2.71 Billion
Q4 2020

Dec 19, 2024
BUY
$57.98 - $58.64 $29,337 - $29,671
506 Added 1.32%
38,980 $2.27 Billion
Q3 2020

Dec 19, 2024
SELL
$58.56 - $58.96 $370,509 - $373,039
-6,327 Reduced 14.12%
38,474 $2.26 Billion
Q2 2020

Dec 19, 2024
BUY
$58.18 - $58.86 $241,505 - $244,327
4,151 Added 10.21%
44,801 $2.63 Billion
Q1 2020

Dec 19, 2024
SELL
$55.04 - $58.78 $228,195 - $243,701
-4,146 Reduced 9.26%
40,650 $2.39 Billion
Q4 2019

Dec 13, 2024
BUY
$54.79 - $56.05 $2.45 Million - $2.51 Million
44,796 New
44,796 $2.46 Billion

About SCHWAB INTERMEDIATE-TERM US TR

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