Independent Solutions Wealth Management, LLC Schwab Strategic Tr Us Broad M 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 Broad M stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 136,818 shares of SCHB stock, worth $3.08 Million. This represents 0.68% of its overall portfolio holdings.

Number of Shares

136,818

Previous 50,726 169.72%

Holding current value

$3.08 Million

Previous $3.37 Billion 7.96%

% of portfolio

0.68%

Previous 0.76%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$22.01 - $66.82 $1.89 Million - $5.75 Million	86,092 Added 169.72%	136,818 $3.11 Billion
Q3 2024 Dec 19, 2024	SELL	$59.93 - $66.52 $352,807 - $391,603	-5,887 Reduced 10.4%	50,726 $3.37 Billion
Q2 2024 Dec 19, 2024	SELL	$57.57 - $63.3 $29,130 - $32,029	-506 Reduced 0.89%	56,613 $3.56 Billion
Q1 2024 Dec 19, 2024	BUY	$54.61 - $61.05 $32,383 - $36,202	593 Added 1.05%	57,119 $3.49 Billion
Q4 2023 Dec 19, 2024	SELL	$47.61 - $55.91 $62,083 - $72,906	-1,304 Reduced 2.25%	56,526 $3.15 Billion
Q3 2023 Dec 19, 2024	BUY	$49.59 - $53.57 $211,550 - $228,529	4,266 Added 7.96%	57,830 $2.88 Billion
Q2 2023 Dec 19, 2024	BUY	$47.08 - $51.7 $203,103 - $223,033	4,314 Added 8.76%	53,564 $2.77 Billion
Q1 2023 Dec 19, 2024	SELL	$44.47 - $49.23 $3,646 - $4,036	-82 Reduced 0.17%	49,250 $2.36 Billion
Q4 2022 Dec 19, 2024	SELL	$41.94 - $47.81 $323,902 - $369,236	-7,723 Reduced 13.54%	49,332 $2.21 Billion
Q3 2022 Dec 19, 2024	BUY	$41.99 - $50.63 $71,047 - $85,665	1,692 Added 3.06%	57,055 $2.4 Billion
Q2 2022 Dec 19, 2024	BUY	$42.93 - $53.98 $64,051 - $80,538	1,492 Added 2.77%	55,363 $2.45 Billion
Q1 2022 Dec 19, 2024	BUY	$49.15 - $56.85 $1.29 Million - $1.49 Million	26,152 Added 94.35%	53,871 $2.88 Billion
Q4 2021 Dec 19, 2024	SELL	$51.87 - $56.86 $15,094 - $16,546	-291 Reduced 1.04%	27,719 $3.13 Billion
Q3 2021 Dec 19, 2024	SELL	$51.32 - $54.83 $43,724 - $46,715	-852 Reduced 2.95%	28,010 $2.91 Billion
Q2 2021 Dec 19, 2024	BUY	$48.92 - $52.14 $156,152 - $166,430	3,192 Added 12.43%	28,862 $3.01 Billion
Q1 2021 Dec 19, 2024	SELL	$44.89 - $48.81 $71,195 - $77,412	-1,586 Reduced 5.82%	25,670 $2.48 Billion
Q4 2020 Dec 19, 2024	SELL	$39.03 - $45.5 $139,883 - $163,072	-3,584 Reduced 11.62%	27,256 $2.48 Billion
Q3 2020 Dec 19, 2024	SELL	$36.93 - $42.52 $268,111 - $308,695	-7,260 Reduced 19.06%	30,840 $2.46 Billion
Q2 2020 Dec 19, 2024	SELL	$28.84 - $38.49 $52,892 - $70,590	-1,834 Reduced 4.59%	38,100 $2.8 Billion
Q1 2020 Dec 19, 2024	SELL	$26.18 - $40.44 $147,262 - $227,475	-5,625 Reduced 12.35%	39,934 $2.41 Billion
Q4 2019 Dec 13, 2024	BUY	$34.47 - $38.58 $1.57 Million - $1.76 Million	45,559 New	45,559 $3.5 Billion

Others Institutions Holding SCHB

# of Institutions

1,263

Shares Held

422M

Call Options Held

365K

Put Options Held

32.6K

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 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.

Account

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