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%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,903

Shares Held

674M

Call Options Held

3.35M

Put Options Held

1.22M

View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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