Independent Solutions Wealth Management, LLC Schwab Strategic Tr Us Dividen Transaction History

Independent Solutions Wealth Management, LLC

  • $563 Billion
  • Q3 2025

A detailed history of Independent Solutions Wealth Management, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 102,509 shares of SCHD stock, worth $2.72 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
102,509
Previous 98,668 3.89%
Holding current value
$2.72 Million
Previous $2.61 Billion 7.03%
% of portfolio
0.5%
Previous 0.51%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$26.38 - $27.95 $101,325 - $107,355
3,841 Added 3.89%
102,509 $2.8 Billion
Q2 2025

Jul 23, 2025
SELL
$24.32 - $27.87 $64,423 - $73,827
-2,649 Reduced 2.61%
98,668 $2.61 Billion
Q1 2025

Apr 23, 2025
BUY
$27.01 - $28.54 $142,045 - $150,091
5,259 Added 5.47%
101,317 $2.83 Billion
Q4 2024

Feb 11, 2025
BUY
$26.93 - $84.95 $1.68 Million - $5.3 Million
62,439 Added 185.73%
96,058 $2.62 Billion
Q3 2024

Dec 19, 2024
SELL
$77.02 - $85.06 $5,930 - $6,549
-77 Reduced 0.23%
33,619 $2.84 Billion
Q2 2024

Dec 19, 2024
BUY
$75.81 - $80.15 $84,755 - $89,607
1,118 Added 3.43%
33,696 $2.62 Billion
Q1 2024

Dec 19, 2024
BUY
$75.25 - $80.63 $226,201 - $242,373
3,006 Added 10.17%
32,578 $2.63 Billion
Q4 2023

Dec 19, 2024
BUY
$66.9 - $76.32 $241,910 - $275,973
3,616 Added 13.93%
29,572 $2.25 Billion
Q3 2023

Dec 19, 2024
BUY
$70.63 - $75.66 $383,167 - $410,455
5,425 Added 26.42%
25,956 $1.84 Billion
Q2 2023

Dec 19, 2024
BUY
$69.18 - $73.94 $121,825 - $130,208
1,761 Added 9.38%
20,531 $1.49 Billion
Q1 2023

Dec 19, 2024
BUY
$70.28 - $78.03 $28,112 - $31,212
400 Added 2.18%
18,770 $1.37 Billion
Q4 2022

Dec 19, 2024
SELL
$67.16 - $79.06 $111,149 - $130,844
-1,655 Reduced 8.26%
18,370 $1.39 Billion
Q3 2022

Dec 19, 2024
BUY
$66.43 - $77.87 $136,048 - $159,477
2,048 Added 11.39%
20,025 $1.33 Billion
Q2 2022

Dec 19, 2024
BUY
$70.31 - $80.24 $133,167 - $151,974
1,894 Added 11.78%
17,977 $1.29 Billion
Q1 2022

Dec 19, 2024
BUY
$75.14 - $81.94 $128,038 - $139,625
1,704 Added 11.85%
16,083 $1.27 Billion
Q4 2021

Dec 19, 2024
BUY
$74.93 - $80.86 $101,979 - $110,050
1,361 Added 10.45%
14,379 $1.16 Billion
Q3 2021

Dec 19, 2024
BUY
$74.23 - $78.13 $187,133 - $196,965
2,521 Added 24.02%
13,018 $966 Million
Q2 2021

Dec 19, 2024
BUY
$73.32 - $77.65 $196,937 - $208,567
2,686 Added 34.39%
10,497 $794 Million
Q1 2021

Dec 19, 2024
SELL
$63.23 - $73.67 $47,548 - $55,399
-752 Reduced 8.78%
7,811 $570 Million
Q4 2020

Dec 19, 2024
SELL
$54.8 - $65.16 $127,793 - $151,953
-2,332 Reduced 21.4%
8,563 $549 Million
Q3 2020

Dec 19, 2024
SELL
$50.37 - $58.54 $98,725 - $114,738
-1,960 Reduced 15.25%
10,895 $602 Million
Q2 2020

Dec 19, 2024
SELL
$43.56 - $56.5 $7,579 - $9,831
-174 Reduced 1.34%
12,855 $665 Million
Q1 2020

Dec 19, 2024
SELL
$39.5 - $59.28 $11,099 - $16,657
-281 Reduced 2.11%
13,029 $586 Million
Q4 2019

Dec 13, 2024
BUY
$52.87 - $58.15 $703,699 - $773,976
13,310 New
13,310 $771 Million

Others Institutions Holding SCHD

# of Institutions
2,034
Shares Held
840M
Call Options Held
4.51M
Put Options Held
2.75M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

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