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 $1.84 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
72,708
Previous 40,560 79.26%
Holding current value
$1.84 Million
Previous $2.09 Billion 9.99%
% of portfolio
0.41%
Previous 0.47%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
BUY
$25.33 - $51.16 $814,308 - $1.64 Million
32,148 Added 79.26%
72,708 $1.88 Billion
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
1,248
Shares Held
272M
Call Options Held
66.4K
Put Options Held
2.7K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
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