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

Independent Solutions Wealth Management, LLC

$447 Billion
Q1 2025

A detailed history of Independent Solutions Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 292,726 shares of SCHG stock, worth $7.44 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares

292,726

Previous 284,851 2.76%

Holding current value

$7.44 Million

Previous $7.94 Billion 7.67%

% of portfolio

1.64%

Previous 1.74%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$24.91 - $29.02 $196,166 - $228,532	7,875 Added 2.76%	292,726 $7.33 Billion
Q4 2024 Feb 11, 2025	BUY	$25.93 - $105.3 $5.39 Million - $21.9 Million	207,872 Added 270.04%	284,851 $7.94 Billion
Q3 2024 Dec 19, 2024	SELL	$92.63 - $105.69 $672,771 - $767,626	-7,263 Reduced 8.62%	76,979 $8.02 Billion
Q2 2024 Dec 19, 2024	BUY	$87.04 - $101.61 $618,593 - $722,142	7,107 Added 9.21%	84,242 $8.49 Billion
Q1 2024 Dec 19, 2024	SELL	$80.6 - $93.32 $48,924 - $56,645	-607 Reduced 0.78%	77,135 $7.15 Billion
Q4 2023 Dec 19, 2024	BUY	$70.08 - $83.37 $485,023 - $577,003	6,921 Added 9.77%	77,742 $6.45 Billion
Q3 2023 Dec 19, 2024	BUY	$71.99 - $78.02 $48,449 - $52,507	673 Added 0.96%	70,821 $5.15 Billion
Q2 2023 Dec 19, 2024	BUY	$63.6 - $74.95 $400,489 - $471,960	6,297 Added 9.86%	70,148 $5.26 Billion
Q1 2023 Dec 19, 2024	SELL	$54.19 - $65.17 $63,185 - $75,988	-1,166 Reduced 1.79%	63,851 $4.16 Billion
Q4 2022 Dec 19, 2024	BUY	$54.31 - $60.76 $260,959 - $291,951	4,805 Added 7.98%	65,017 $3.61 Billion
Q3 2022 Dec 19, 2024	BUY	$55.81 - $69.25 $74,617 - $92,587	1,337 Added 2.27%	60,212 $3.36 Billion
Q2 2022 Dec 19, 2024	SELL	$55.73 - $76.55 $215,006 - $295,329	-3,858 Reduced 6.15%	58,875 $3.41 Billion
Q1 2022 Dec 19, 2024	BUY	$65.63 - $82.62 $1.99 Million - $2.51 Million	30,357 Added 93.76%	62,733 $4.69 Billion
Q4 2021 Dec 19, 2024	SELL	$73.11 - $83.4 $35,897 - $40,949	-491 Reduced 1.49%	32,376 $5.3 Billion
Q3 2021 Dec 19, 2024	SELL	$73.24 - $78.94 $113,741 - $122,593	-1,553 Reduced 4.51%	32,867 $4.87 Billion
Q2 2021 Dec 19, 2024	BUY	$65.3 - $73.24 $257,543 - $288,858	3,944 Added 12.94%	34,420 $5.02 Billion
Q1 2021 Dec 19, 2024	BUY	$61.41 - $68.35 $114,406 - $127,336	1,863 Added 6.51%	30,476 $3.96 Billion
Q4 2020 Dec 19, 2024	SELL	$55.95 - $64.38 $246,403 - $283,529	-4,404 Reduced 13.34%	28,613 $3.67 Billion
Q3 2020 Dec 19, 2024	SELL	$51.42 - $61.56 $455,684 - $545,544	-8,862 Reduced 21.16%	33,017 $3.8 Billion
Q2 2020 Dec 19, 2024	SELL	$37.99 - $51.32 $163,129 - $220,368	-4,294 Reduced 9.3%	41,879 $4.25 Billion
Q1 2020 Dec 19, 2024	SELL	$34.6 - $51.17 $339,218 - $501,670	-9,804 Reduced 17.51%	46,173 $3.68 Billion
Q4 2019 Dec 13, 2024	BUY	$40.97 - $46.72 $2.29 Million - $2.62 Million	55,977 New	55,977 $5.2 Billion

Others Institutions Holding SCHG

# of Institutions

1,494

Shares Held

714M

Call Options Held

296K

Put Options Held

153K

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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