Independent Solutions Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Independent Solutions Wealth Management, LLC

  • $226 Billion
  • Q4 2019

A detailed history of Independent Solutions Wealth Management, LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 47,542 shares of SCHM stock, worth $1.36 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
47,542
Holding current value
$1.36 Million
% of portfolio
1.27%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2019

Dec 13, 2024
BUY
$54.56 - $60.24 $2.59 Million - $2.86 Million
47,542 New
47,542 $2.86 Billion

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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