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

Independent Solutions Wealth Management, LLC

$563 Billion
Q3 2025

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 146,374 shares of SCHM stock, worth $4.27 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

146,374

Previous 143,803 1.79%

Holding current value

$4.27 Million

Previous $4.03 Billion 7.56%

% of portfolio

0.77%

Previous 0.79%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$28.15 - $30.13 $72,373 - $77,464	2,571 Added 1.79%	146,374 $4.34 Billion
Q2 2025 Jul 23, 2025	BUY	$22.92 - $28.05 $170,295 - $208,411	7,430 Added 5.45%	143,803 $4.03 Billion
Q1 2025 Apr 23, 2025	BUY	$25.58 - $29.24 $117,463 - $134,270	4,592 Added 3.48%	136,373 $3.57 Billion
Q4 2024 Feb 11, 2025	BUY	$27.54 - $83.04 $2.33 Million - $7.03 Million	84,634 Added 179.51%	131,781 $3.65 Billion
Q3 2024 Dec 19, 2024	SELL	$75.47 - $83.18 $370,784 - $408,663	-4,913 Reduced 9.44%	47,147 $3.92 Billion

Q2 2024 Dec 19, 2024	BUY	$75.69 - $81.19 $11,656 - $12,503	154 Added 0.3%	52,060 $4.05 Billion
Q1 2024 Dec 19, 2024	BUY	$72.89 - $81.43 $168,448 - $188,184	2,311 Added 4.66%	51,906 $4.23 Billion
Q4 2023 Dec 19, 2024	BUY	$63.01 - $75.95 $64,081 - $77,241	1,017 Added 2.09%	49,595 $3.74 Billion
Q3 2023 Dec 19, 2024	BUY	$66.75 - $73.98 $386,349 - $428,196	5,788 Added 13.53%	48,578 $3.29 Billion
Q2 2023 Dec 19, 2024	BUY	$65.29 - $71.03 $114,453 - $124,515	1,753 Added 4.27%	42,790 $3.04 Billion
Q1 2023 Dec 19, 2024	SELL	$64.24 - $73.9 $64,432 - $74,121	-1,003 Reduced 2.39%	41,037 $2.78 Billion
Q4 2022 Dec 19, 2024	BUY	$61.05 - $69.94 $354,456 - $406,071	5,806 Added 16.02%	42,040 $2.76 Billion
Q3 2022 Dec 19, 2024	BUY	$60.5 - $72.51 $136,730 - $163,872	2,260 Added 6.65%	36,234 $2.19 Billion
Q2 2022 Dec 19, 2024	SELL	$60.91 - $76.4 $17,176 - $21,544	-282 Reduced 0.82%	33,974 $2.13 Billion
Q1 2022 Dec 19, 2024	SELL	$70.66 - $80.89 $51,723 - $59,211	-732 Reduced 2.09%	34,256 $2.6 Billion
Q4 2021 Dec 19, 2024	BUY	$76.01 - $83.39 $67,952 - $74,550	894 Added 2.62%	34,988 $2.81 Billion
Q3 2021 Dec 19, 2024	BUY	$74.65 - $80.95 $12,765 - $13,842	171 Added 0.5%	34,094 $2.61 Billion
Q2 2021 Dec 19, 2024	BUY	$74.64 - $79.12 $314,309 - $333,174	4,211 Added 14.17%	33,923 $2.66 Billion
Q1 2021 Dec 19, 2024	SELL	$67.07 - $76.85 $143,999 - $164,996	-2,147 Reduced 6.74%	29,712 $2.21 Billion
Q4 2020 Dec 19, 2024	SELL	$55.93 - $68.45 $350,289 - $428,702	-6,263 Reduced 16.43%	31,859 $2.17 Billion
Q3 2020 Dec 19, 2024	SELL	$51.99 - $58.83 $432,192 - $489,053	-8,313 Reduced 17.9%	38,122 $2.12 Billion
Q2 2020 Dec 19, 2024	SELL	$39.01 - $57.03 $94,482 - $138,126	-2,422 Reduced 4.96%	46,435 $2.44 Billion
Q1 2020 Dec 19, 2024	BUY	$35.83 - $62.24 $47,116 - $81,845	1,315 Added 2.77%	48,857 $2.06 Billion
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

1,061

Shares Held

281M

Call Options Held

8.7K

Put Options Held

View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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