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

Independent Solutions Wealth Management, LLC

  • $447 Billion
  • Q1 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 136,373 shares of SCHM stock, worth $3.49 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
136,373
Previous 131,781 3.48%
Holding current value
$3.49 Million
Previous $3.65 Billion 2.16%
% of portfolio
0.8%
Previous 0.8%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,000
Shares Held
284M
Call Options Held
15K
Put Options Held
1.1K
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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