Independent Solutions Wealth Management, LLC Schwab Strategic Tr Us Large C 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 Large C stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 76,979 shares of SCHG stock, worth $2.23 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares
76,979
Previous 84,242 8.62%
Holding current value
$2.23 Million
Previous $8.49 Billion 5.59%
% of portfolio
1.81%
Previous 1.95%

Shares

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

Dec 19, 2024
SELL
$92.63 - $105.69 $672,771 - $767,626
-7,263 Reduced 8.62%
76,979 $8.02 Billion
Q2 2024

Dec 19, 2024
BUY
$87.04 - $101.61 $618,593 - $722,142
7,107 Added 9.21%
84,242 $8.49 Billion
Q1 2024

Dec 19, 2024
SELL
$80.6 - $93.32 $48,924 - $56,645
-607 Reduced 0.78%
77,135 $7.15 Billion
Q4 2023

Dec 19, 2024
BUY
$70.08 - $83.37 $485,023 - $577,003
6,921 Added 9.77%
77,742 $6.45 Billion
Q3 2023

Dec 19, 2024
BUY
$71.99 - $78.02 $48,449 - $52,507
673 Added 0.96%
70,821 $5.15 Billion
Q2 2023

Dec 19, 2024
BUY
$63.6 - $74.95 $400,489 - $471,960
6,297 Added 9.86%
70,148 $5.26 Billion
Q1 2023

Dec 19, 2024
SELL
$54.19 - $65.17 $63,185 - $75,988
-1,166 Reduced 1.79%
63,851 $4.16 Billion
Q4 2022

Dec 19, 2024
BUY
$54.31 - $60.76 $260,959 - $291,951
4,805 Added 7.98%
65,017 $3.61 Billion
Q3 2022

Dec 19, 2024
BUY
$55.81 - $69.25 $74,617 - $92,587
1,337 Added 2.27%
60,212 $3.36 Billion
Q2 2022

Dec 19, 2024
SELL
$55.73 - $76.55 $215,006 - $295,329
-3,858 Reduced 6.15%
58,875 $3.41 Billion
Q1 2022

Dec 19, 2024
BUY
$65.63 - $82.62 $1.99 Million - $2.51 Million
30,357 Added 93.76%
62,733 $4.69 Billion
Q4 2021

Dec 19, 2024
SELL
$73.11 - $83.4 $35,897 - $40,949
-491 Reduced 1.49%
32,376 $5.3 Billion
Q3 2021

Dec 19, 2024
SELL
$73.24 - $78.94 $113,741 - $122,593
-1,553 Reduced 4.51%
32,867 $4.87 Billion
Q2 2021

Dec 19, 2024
BUY
$65.3 - $73.24 $257,543 - $288,858
3,944 Added 12.94%
34,420 $5.02 Billion
Q1 2021

Dec 19, 2024
BUY
$61.41 - $68.35 $114,406 - $127,336
1,863 Added 6.51%
30,476 $3.96 Billion
Q4 2020

Dec 19, 2024
SELL
$55.95 - $64.38 $246,403 - $283,529
-4,404 Reduced 13.34%
28,613 $3.67 Billion
Q3 2020

Dec 19, 2024
SELL
$51.42 - $61.56 $455,684 - $545,544
-8,862 Reduced 21.16%
33,017 $3.8 Billion
Q2 2020

Dec 19, 2024
SELL
$37.99 - $51.32 $163,129 - $220,368
-4,294 Reduced 9.3%
41,879 $4.25 Billion
Q1 2020

Dec 19, 2024
SELL
$34.6 - $51.17 $339,218 - $501,670
-9,804 Reduced 17.51%
46,173 $3.68 Billion
Q4 2019

Dec 13, 2024
BUY
$40.97 - $46.72 $2.29 Million - $2.62 Million
55,977 New
55,977 $5.2 Billion

Others Institutions Holding SCHG

# of Institutions
1,314
Shares Held
181M
Call Options Held
140K
Put Options Held
91.5K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHG Quotes by TradingView
  • Ticker SCHG
  • Sector ETFs
  • Industry ETFs
More about SCHG
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