Independent Solutions Wealth Management, LLC Schwab Strategic Tr Us Small C 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 Small C stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 72,708 shares of SCHA stock, worth $1.76 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
72,708
Previous 40,560
79.26%
Holding current value
$1.76 Million
Previous $2.09 Billion
9.99%
% of portfolio
0.41%
Previous 0.47%
Shares
21 transactions
Others Institutions Holding SCHA
# of Institutions
1,251Shares Held
274MCall Options Held
66.4KPut Options Held
2.7K-
Bank Of America Corp Charlotte, NC46.3MShares$1.12 Billion0.1% of portfolio
-
Empower Advisory Group, LLC Greenwood Village, CO25.3MShares$613 Million2.22% of portfolio
-
Sei Investments CO Oaks, PA13.8MShares$333 Million0.47% of portfolio
-
Personal Capital Advisors Corp10.5MShares$254 Million2.07% of portfolio
-
Envestnet Asset Management Inc6.31MShares$152 Million0.05% of portfolio