Independent Solutions Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History

Independent Solutions Wealth Management, LLC

$447 Billion
Q1 2025

A detailed history of Independent Solutions Wealth Management, LLC transactions in Schwab Intermediate Term Us Tr stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 227,407 shares of SCHR stock, worth $5.68 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares

227,407

Previous 218,323 4.16%

Holding current value

$5.68 Million

Previous $5.3 Billion 6.6%

% of portfolio

1.27%

Previous 1.16%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$24.05 - $24.86 $218,470 - $225,828	9,084 Added 4.16%	227,407 $5.65 Billion
Q4 2024 Feb 11, 2025	BUY	$24.19 - $50.58 $2.27 Million - $4.74 Million	93,717 Added 75.21%	218,323 $5.3 Billion
Q3 2024 Dec 19, 2024	BUY	$48.4 - $50.91 $593,432 - $624,207	12,261 Added 10.91%	124,606 $6.31 Billion
Q2 2024 Dec 19, 2024	SELL	$47.85 - $49.0 $247,145 - $253,085	-5,165 Reduced 4.4%	112,345 $5.48 Billion
Q1 2024 Dec 19, 2024	BUY	$48.64 - $49.88 $510,963 - $523,989	10,505 Added 9.82%	117,510 $5.76 Billion
Q4 2023 Dec 19, 2024	BUY	$47.09 - $49.87 $131,899 - $139,685	2,801 Added 2.69%	107,005 $5.32 Billion
Q3 2023 Dec 19, 2024	BUY	$47.78 - $49.59 $882,831 - $916,274	18,477 Added 21.55%	104,204 $5 Billion
Q2 2023 Dec 19, 2024	BUY	$49.25 - $50.96 $271,761 - $281,197	5,518 Added 6.88%	85,727 $4.22 Billion
Q1 2023 Dec 19, 2024	BUY	$48.55 - $50.78 $435,493 - $455,496	8,970 Added 12.59%	80,209 $4.04 Billion
Q4 2022 Dec 19, 2024	BUY	$48.12 - $50.24 $457,091 - $477,229	9,499 Added 15.39%	71,239 $3.51 Billion
Q3 2022 Dec 19, 2024	BUY	$48.68 - $52.54 $52,525 - $56,690	1,079 Added 1.78%	61,740 $3.03 Billion
Q2 2022 Dec 19, 2024	BUY	$50.08 - $52.78 $139,072 - $146,570	2,777 Added 4.8%	60,661 $3.13 Billion
Q1 2022 Dec 19, 2024	BUY	$52.72 - $55.84 $201,390 - $213,308	3,820 Added 7.07%	57,884 $3.08 Billion
Q4 2021 Dec 19, 2024	SELL	$55.82 - $56.81 $34,775 - $35,392	-623 Reduced 1.14%	54,064 $3.04 Billion
Q3 2021 Dec 19, 2024	BUY	$56.59 - $57.62 $94,392 - $96,110	1,668 Added 3.15%	54,687 $3.1 Billion
Q2 2021 Dec 19, 2024	BUY	$56.38 - $57.16 $280,321 - $284,199	4,972 Added 10.35%	53,019 $3.02 Billion
Q1 2021 Dec 19, 2024	BUY	$56.41 - $58.25 $511,469 - $528,152	9,067 Added 23.26%	48,047 $2.71 Billion
Q4 2020 Dec 19, 2024	BUY	$57.98 - $58.64 $29,337 - $29,671	506 Added 1.32%	38,980 $2.27 Billion
Q3 2020 Dec 19, 2024	SELL	$58.56 - $58.96 $370,509 - $373,039	-6,327 Reduced 14.12%	38,474 $2.26 Billion
Q2 2020 Dec 19, 2024	BUY	$58.18 - $58.86 $241,505 - $244,327	4,151 Added 10.21%	44,801 $2.63 Billion
Q1 2020 Dec 19, 2024	SELL	$55.04 - $58.78 $228,195 - $243,701	-4,146 Reduced 9.26%	40,650 $2.39 Billion
Q4 2019 Dec 13, 2024	BUY	$54.79 - $56.05 $2.45 Million - $2.51 Million	44,796 New	44,796 $2.46 Billion

Others Institutions Holding SCHR

# of Institutions

477

Shares Held

360M

Call Options Held

900

Put Options Held

3.05K

View Full List

About SCHWAB INTERMEDIATE-TERM US TR

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Independent Solutions Wealth Management, LLC Schwab Intermediate Term Us Tr Transaction History