Independent Solutions Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Independent Solutions Wealth Management, LLC

$457 Billion
Q4 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 272,503 shares of SCHZ stock, worth $6.34 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

272,503

Previous 153,990 76.96%

Holding current value

$6.34 Million

Previous $7.32 Billion 15.47%

% of portfolio

1.35%

Previous 1.65%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$22.63 - $47.53 $2.68 Million - $5.63 Million	118,513 Added 76.96%	272,503 $6.19 Billion
Q3 2024 Dec 19, 2024	BUY	$45.2 - $47.87 $620,641 - $657,302	13,731 Added 9.79%	153,990 $7.32 Billion
Q2 2024 Dec 19, 2024	SELL	$44.66 - $45.99 $23,133 - $23,822	-518 Reduced 0.37%	140,259 $6.39 Billion
Q1 2024 Dec 19, 2024	BUY	$45.44 - $46.67 $435,360 - $447,145	9,581 Added 7.3%	140,777 $6.48 Billion
Q4 2023 Dec 19, 2024	BUY	$43.09 - $46.83 $101,563 - $110,378	2,357 Added 1.83%	131,196 $6.12 Billion
Q3 2023 Dec 19, 2024	BUY	$44.14 - $46.33 $1.03 Million - $1.08 Million	23,302 Added 22.08%	128,839 $5.7 Billion
Q2 2023 Dec 19, 2024	BUY	$45.86 - $47.33 $301,621 - $311,289	6,577 Added 6.65%	105,537 $4.87 Billion
Q1 2023 Dec 19, 2024	BUY	$45.33 - $47.44 $508,783 - $532,466	11,224 Added 12.79%	98,960 $4.64 Billion
Q4 2022 Dec 19, 2024	BUY	$44.04 - $47.03 $293,394 - $313,313	6,662 Added 8.22%	87,736 $4.01 Billion
Q3 2022 Dec 19, 2024	BUY	$44.98 - $49.09 $68,549 - $74,813	1,524 Added 1.92%	81,074 $3.67 Billion
Q2 2022 Dec 19, 2024	BUY	$46.62 - $50.36 $159,766 - $172,583	3,427 Added 4.5%	79,550 $3.81 Billion
Q1 2022 Dec 19, 2024	BUY	$50.05 - $53.52 $186,336 - $199,254	3,723 Added 5.14%	76,123 $3.85 Billion
Q4 2021 Dec 19, 2024	BUY	$53.63 - $54.52 $47,784 - $48,577	891 Added 1.25%	72,400 $3.9 Billion
Q3 2021 Dec 19, 2024	BUY	$54.26 - $55.17 $148,780 - $151,276	2,742 Added 3.99%	71,509 $3.88 Billion
Q2 2021 Dec 19, 2024	BUY	$53.9 - $54.6 $353,745 - $358,339	6,563 Added 10.55%	68,767 $3.75 Billion
Q1 2021 Dec 19, 2024	BUY	$53.75 - $55.97 $595,012 - $619,587	11,070 Added 21.65%	62,204 $3.36 Billion
Q4 2020 Dec 19, 2024	SELL	$55.56 - $56.23 $1,111 - $1,124	-20 Reduced 0.04%	51,134 $2.87 Billion
Q3 2020 Dec 19, 2024	SELL	$56.07 - $56.92 $488,650 - $496,057	-8,715 Reduced 14.56%	51,154 $2.87 Billion
Q2 2020 Dec 19, 2024	BUY	$54.35 - $56.24 $207,997 - $215,230	3,827 Added 6.83%	59,869 $3.37 Billion
Q1 2020 Dec 19, 2024	SELL	$50.33 - $56.09 $246,717 - $274,953	-4,902 Reduced 8.04%	56,042 $3.04 Billion
Q4 2019 Dec 13, 2024	BUY	$53.21 - $54.14 $3.24 Million - $3.3 Million	60,944 New	60,944 $3.26 Billion

Others Institutions Holding SCHZ

# of Institutions

683

Shares Held

163M

Call Options Held

200

Put Options Held

1.5K

View Full List

About SCHWAB US AGGREGATE BOND ETF

Ticker SCHZ
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Independent Solutions Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History