Independent Solutions Wealth Management, LLC Schwab Strategic Tr Us Small 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 Small C stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 40,560 shares of SCHA stock, worth $1.08 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

40,560

Previous 42,660 4.92%

Holding current value

$1.08 Million

Previous $2.02 Billion 3.19%

% of portfolio

0.47%

Previous 0.46%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 19, 2024	SELL	$46.9 - $51.96 $98,490 - $109,116	-2,100 Reduced 4.92%	40,560 $2.09 Billion
Q2 2024 Dec 19, 2024	BUY	$45.24 - $49.04 $9,636 - $10,445	213 Added 0.5%	42,660 $2.02 Billion
Q1 2024 Dec 19, 2024	BUY	$44.84 - $49.24 $213,483 - $234,431	4,761 Added 12.63%	42,447 $2.09 Billion
Q4 2023 Dec 19, 2024	SELL	$38.13 - $48.02 $173,377 - $218,346	-4,547 Reduced 10.77%	37,686 $1.78 Billion
Q3 2023 Dec 19, 2024	BUY	$40.85 - $46.1 $280,476 - $316,522	6,866 Added 19.41%	42,233 $1.75 Billion
Q2 2023 Dec 19, 2024	BUY	$39.91 - $43.82 $15,046 - $16,520	377 Added 1.08%	35,367 $1.55 Billion
Q1 2023 Dec 19, 2024	SELL	$39.82 - $46.36 $61,203 - $71,255	-1,537 Reduced 4.21%	34,990 $1.47 Billion
Q4 2022 Dec 19, 2024	BUY	$38.25 - $43.54 $204,714 - $233,026	5,352 Added 17.17%	36,527 $1.48 Billion
Q3 2022 Dec 19, 2024	BUY	$37.65 - $45.9 $27,145 - $33,093	721 Added 2.37%	31,175 $1.18 Billion
Q2 2022 Dec 19, 2024	SELL	$37.88 - $48.01 $371,148 - $470,401	-9,798 Reduced 24.34%	30,454 $1.19 Billion
Q1 2022 Dec 19, 2024	BUY	$44.42 - $51.73 $875,607 - $1.02 Million	19,712 Added 95.97%	40,252 $1.91 Billion
Q4 2021 Dec 19, 2024	BUY	$48.64 - $55.07 $21,401 - $24,230	440 Added 2.19%	20,540 $2.1 Billion
Q3 2021 Dec 19, 2024	BUY	$48.3 - $52.49 $1,690 - $1,837	35 Added 0.17%	20,100 $2.01 Billion
Q2 2021 Dec 19, 2024	BUY	$48.39 - $52.91 $118,797 - $129,894	2,455 Added 13.94%	20,065 $2.09 Billion
Q1 2021 Dec 19, 2024	SELL	$43.89 - $52.63 $98,533 - $118,154	-2,245 Reduced 11.31%	17,610 $1.76 Billion
Q4 2020 Dec 19, 2024	SELL	$34.66 - $45.17 $128,831 - $167,896	-3,717 Reduced 15.77%	19,855 $1.77 Billion
Q3 2020 Dec 19, 2024	SELL	$32.09 - $36.38 $161,990 - $183,646	-5,048 Reduced 17.64%	23,572 $1.61 Billion
Q2 2020 Dec 19, 2024	SELL	$23.59 - $35.22 $47,486 - $70,897	-2,013 Reduced 6.57%	28,620 $1.87 Billion
Q1 2020 Dec 19, 2024	BUY	$22.29 - $38.7 $46,987 - $81,579	2,108 Added 7.39%	30,633 $1.58 Billion
Q4 2019 Dec 13, 2024	BUY	$33.63 - $38.03 $959,295 - $1.08 Million	28,525 New	28,525 $2.16 Billion

Others Institutions Holding SCHA

# of Institutions

1,161

Shares Held

169M

Call Options Held

55.6K

Put Options Held

7.8K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
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Independent Solutions Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History