Independent Solutions Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Independent Solutions Wealth Management, LLC

$457 Billion
Q4 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 72,259 shares of SCHH stock, worth $1.54 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

72,259

Previous 82,058 11.94%

Holding current value

$1.54 Million

Previous $1.9 Billion 19.96%

% of portfolio

0.33%

Previous 0.43%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$20.55 - $23.26 $201,369 - $227,924	-9,799 Reduced 11.94%	72,259 $1.52 Billion
Q3 2024 Dec 19, 2024	BUY	$19.78 - $23.53 $14,380 - $17,106	727 Added 0.89%	82,058 $1.9 Billion
Q2 2024 Dec 19, 2024	SELL	$18.53 - $20.2 $68,449 - $74,618	-3,694 Reduced 4.34%	81,331 $1.62 Billion
Q1 2024 Dec 19, 2024	BUY	$19.39 - $20.93 $31,450 - $33,948	1,622 Added 1.94%	85,025 $1.73 Billion
Q4 2023 Dec 19, 2024	BUY	$16.76 - $20.95 $60,553 - $75,692	3,613 Added 4.53%	83,403 $1.73 Billion
Q3 2023 Dec 19, 2024	BUY	$17.52 - $20.27 $294,616 - $340,860	16,816 Added 26.7%	79,790 $1.42 Billion
Q2 2023 Dec 19, 2024	BUY	$18.34 - $19.64 $70,187 - $75,162	3,827 Added 6.47%	62,974 $1.23 Billion
Q1 2023 Dec 19, 2024	BUY	$18.01 - $21.78 $79,244 - $95,832	4,400 Added 8.04%	59,147 $1.15 Billion
Q4 2022 Dec 19, 2024	BUY	$17.68 - $20.46 $563,709 - $652,346	31,884 Added 139.46%	54,747 $1.06 Billion
Q3 2022 Dec 19, 2024	BUY	$18.45 - $23.6 $30,221 - $38,656	1,638 Added 7.72%	22,863 $427 Million
Q2 2022 Dec 19, 2024	BUY	$20.18 - $25.97 $428,320 - $551,213	21,225 New	21,225 $448 Million
Q4 2019 Dec 13, 2024	BUY	$22.24 - $24.07 $97,010 - $104,993	4,362 New	4,362 $200 Million

Others Institutions Holding SCHH

# of Institutions

558

Shares Held

178M

Call Options Held

20.1K

Put Options Held

81.7K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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Independent Solutions Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History