A detailed history of Independent Solutions Wealth Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 180,488 shares of SCHO stock, worth $4.39 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
180,488
Previous 104,707 72.37%
Holding current value
$4.39 Million
Previous $5.13 Billion 15.33%
% of portfolio
0.95%
Previous 1.16%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025

BUY
$24.06 - $48.88 $1.82 Million - $3.7 Million
75,781 Added 72.37%
180,488 $4.34 Billion
Q3 2024

Dec 19, 2024

BUY
$47.93 - $49.06 $672,745 - $688,606
14,036 Added 15.48%
104,707 $5.13 Billion
Q2 2024

Dec 19, 2024

SELL
$47.75 - $48.13 $251,356 - $253,356
-5,264 Reduced 5.49%
90,671 $4.36 Billion
Q1 2024

Dec 19, 2024

BUY
$48.05 - $48.63 $502,602 - $508,669
10,460 Added 12.24%
95,935 $4.63 Billion
Q4 2023

Dec 19, 2024

BUY
$47.66 - $48.45 $167,524 - $170,301
3,515 Added 4.29%
85,475 $4.14 Billion
Q3 2023

Dec 19, 2024

BUY
$47.78 - $48.2 $645,460 - $651,133
13,509 Added 19.74%
81,960 $3.93 Billion
Q2 2023

Dec 19, 2024

BUY
$48.06 - $48.89 $171,430 - $174,390
3,567 Added 5.5%
68,451 $3.29 Billion
Q1 2023

Dec 19, 2024

BUY
$47.8 - $49.0 $389,617 - $399,399
8,151 Added 14.37%
64,884 $3.17 Billion
Q4 2022

Dec 19, 2024

SELL
$47.89 - $48.47 $20,401 - $20,648
-426 Reduced 0.75%
56,733 $2.74 Billion
Q3 2022

Dec 19, 2024

BUY
$48.15 - $49.37 $46,609 - $47,790
968 Added 1.72%
57,159 $2.76 Billion
Q2 2022

Dec 19, 2024

BUY
$48.73 - $49.59 $85,862 - $87,377
1,762 Added 3.24%
56,191 $2.76 Billion
Q1 2022

Dec 19, 2024

BUY
$49.47 - $50.82 $215,293 - $221,168
4,352 Added 8.69%
54,429 $2.7 Billion
Q4 2021

Dec 19, 2024

SELL
$50.83 - $51.21 $37,715 - $37,997
-742 Reduced 1.46%
50,077 $2.55 Billion
Q3 2021

Dec 19, 2024

BUY
$51.18 - $51.3 $43,298 - $43,399
846 Added 1.69%
50,819 $2.6 Billion
Q2 2021

Dec 19, 2024

BUY
$51.19 - $51.33 $228,409 - $229,034
4,462 Added 9.8%
49,973 $2.56 Billion
Q1 2021

Dec 19, 2024

BUY
$51.27 - $51.41 $438,102 - $439,298
8,545 Added 23.12%
45,511 $2.34 Billion
Q4 2020

Dec 19, 2024

BUY
$51.37 - $51.48 $43,459 - $43,552
846 Added 2.34%
36,966 $1.9 Billion
Q3 2020

Dec 19, 2024

SELL
$51.49 - $51.63 $323,511 - $324,391
-6,283 Reduced 14.82%
36,120 $1.86 Billion
Q2 2020

Dec 19, 2024

BUY
$51.53 - $51.71 $228,638 - $229,437
4,437 Added 11.69%
42,403 $2.19 Billion
Q1 2020

Dec 19, 2024

BUY
$50.48 - $51.73 $33,771 - $34,607
669 Added 1.79%
37,966 $1.96 Billion
Q4 2019

Dec 13, 2024

BUY
$50.38 - $50.71 $1.88 Million - $1.89 Million
37,297 New
37,297 $1.88 Billion

Others Institutions Holding SCHO

About SCHWAB SHORT-TERM US TREASURY


  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
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