Independent Solutions Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Independent Solutions Wealth Management, LLC

  • $447 Billion
  • Q1 2025

A detailed history of Independent Solutions Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 186,562 shares of SCHO stock, worth $4.56 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
186,562
Previous 180,488 3.37%
Holding current value
$4.56 Million
Previous $4.34 Billion 4.57%
% of portfolio
1.02%
Previous 0.95%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$24.1 - $24.34 $146,383 - $147,841
6,074 Added 3.37%
186,562 $4.54 Billion
Q4 2024

Feb 11, 2025
BUY
$24.06 - $48.88 $1.82 Million - $3.7 Million
75,781 Added 72.37%
180,488 $4.34 Billion
Q3 2024

Dec 19, 2024
BUY
$47.93 - $49.06 $672,745 - $688,606
14,036 Added 15.48%
104,707 $5.13 Billion
Q2 2024

Dec 19, 2024
SELL
$47.75 - $48.13 $251,356 - $253,356
-5,264 Reduced 5.49%
90,671 $4.36 Billion
Q1 2024

Dec 19, 2024
BUY
$48.05 - $48.63 $502,602 - $508,669
10,460 Added 12.24%
95,935 $4.63 Billion
Q4 2023

Dec 19, 2024
BUY
$47.66 - $48.45 $167,524 - $170,301
3,515 Added 4.29%
85,475 $4.14 Billion
Q3 2023

Dec 19, 2024
BUY
$47.78 - $48.2 $645,460 - $651,133
13,509 Added 19.74%
81,960 $3.93 Billion
Q2 2023

Dec 19, 2024
BUY
$48.06 - $48.89 $171,430 - $174,390
3,567 Added 5.5%
68,451 $3.29 Billion
Q1 2023

Dec 19, 2024
BUY
$47.8 - $49.0 $389,617 - $399,399
8,151 Added 14.37%
64,884 $3.17 Billion
Q4 2022

Dec 19, 2024
SELL
$47.89 - $48.47 $20,401 - $20,648
-426 Reduced 0.75%
56,733 $2.74 Billion
Q3 2022

Dec 19, 2024
BUY
$48.15 - $49.37 $46,609 - $47,790
968 Added 1.72%
57,159 $2.76 Billion
Q2 2022

Dec 19, 2024
BUY
$48.73 - $49.59 $85,862 - $87,377
1,762 Added 3.24%
56,191 $2.76 Billion
Q1 2022

Dec 19, 2024
BUY
$49.47 - $50.82 $215,293 - $221,168
4,352 Added 8.69%
54,429 $2.7 Billion
Q4 2021

Dec 19, 2024
SELL
$50.83 - $51.21 $37,715 - $37,997
-742 Reduced 1.46%
50,077 $2.55 Billion
Q3 2021

Dec 19, 2024
BUY
$51.18 - $51.3 $43,298 - $43,399
846 Added 1.69%
50,819 $2.6 Billion
Q2 2021

Dec 19, 2024
BUY
$51.19 - $51.33 $228,409 - $229,034
4,462 Added 9.8%
49,973 $2.56 Billion
Q1 2021

Dec 19, 2024
BUY
$51.27 - $51.41 $438,102 - $439,298
8,545 Added 23.12%
45,511 $2.34 Billion
Q4 2020

Dec 19, 2024
BUY
$51.37 - $51.48 $43,459 - $43,552
846 Added 2.34%
36,966 $1.9 Billion
Q3 2020

Dec 19, 2024
SELL
$51.49 - $51.63 $323,511 - $324,391
-6,283 Reduced 14.82%
36,120 $1.86 Billion
Q2 2020

Dec 19, 2024
BUY
$51.53 - $51.71 $228,638 - $229,437
4,437 Added 11.69%
42,403 $2.19 Billion
Q1 2020

Dec 19, 2024
BUY
$50.48 - $51.73 $33,771 - $34,607
669 Added 1.79%
37,966 $1.96 Billion
Q4 2019

Dec 13, 2024
BUY
$50.38 - $50.71 $1.88 Million - $1.89 Million
37,297 New
37,297 $1.88 Billion

Others Institutions Holding SCHO

# of Institutions
685
Shares Held
354M
Call Options Held
56.5K
Put Options Held
44.6K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Independent Solutions Wealth Management, LLC Portfolio

Follow Independent Solutions Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Solutions Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independent Solutions Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email