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

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 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 50,726 shares of SCHB stock, worth $1.2 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

50,726

Previous 56,613 10.4%

Holding current value

$1.2 Million

Previous $3.56 Billion 5.2%

% of portfolio

0.76%

Previous 0.82%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,190

Shares Held

231M

Call Options Held

172K

Put Options Held

20.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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