Independent Solutions Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History

Independent Solutions Wealth Management, LLC

$442 Billion
Q3 2024

A detailed history of Independent Solutions Wealth Management, LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 108,521 shares of SCHV stock, worth $2.94 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

108,521

Previous 117,896 7.95%

Holding current value

$2.94 Million

Previous $8.73 Billion 0.14%

% of portfolio

1.97%

Previous 2.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Dec 19, 2024	SELL	$73.43 - $80.37 $688,406 - $753,468	-9,375 Reduced 7.95%	108,521 $8.72 Billion
Q2 2024 Dec 19, 2024	BUY	$71.74 - $75.86 $35,941 - $38,005	501 Added 0.43%	117,896 $8.73 Billion
Q1 2024 Dec 19, 2024	BUY	$68.82 - $75.98 $481,808 - $531,935	7,001 Added 6.34%	117,395 $8.92 Billion
Q4 2023 Dec 19, 2024	BUY	$61.16 - $70.24 $121,341 - $139,356	1,984 Added 1.83%	110,394 $7.74 Billion
Q3 2023 Dec 19, 2024	BUY	$64.45 - $69.39 $577,600 - $621,873	8,962 Added 9.01%	108,410 $6.99 Billion
Q2 2023 Dec 19, 2024	BUY	$63.33 - $67.21 $596,441 - $632,983	9,418 Added 10.46%	99,448 $6.67 Billion
Q1 2023 Dec 19, 2024	SELL	$62.59 - $69.3 $164,549 - $182,189	-2,629 Reduced 2.84%	90,030 $5.9 Billion
Q4 2022 Dec 19, 2024	BUY	$59.13 - $69.24 $179,341 - $210,004	3,033 Added 3.38%	92,659 $6.12 Billion
Q3 2022 Dec 19, 2024	BUY	$58.51 - $69.02 $268,092 - $316,249	4,582 Added 5.39%	89,626 $5.24 Billion
Q2 2022 Dec 19, 2024	BUY	$60.93 - $72.3 $326,889 - $387,889	5,365 Added 6.73%	85,044 $5.31 Billion
Q1 2022 Dec 19, 2024	BUY	$67.71 - $74.19 $72,246 - $79,160	1,067 Added 1.36%	79,679 $5.69 Billion
Q4 2021 Dec 19, 2024	BUY	$67.9 - $73.3 $132,405 - $142,935	1,950 Added 2.54%	78,612 $5.76 Billion
Q3 2021 Dec 19, 2024	BUY	$66.91 - $71.05 $139,239 - $147,855	2,081 Added 2.79%	76,662 $5.17 Billion
Q2 2021 Dec 19, 2024	BUY	$65.81 - $69.75 $624,800 - $662,206	9,494 Added 14.59%	74,581 $5.1 Billion
Q1 2021 Dec 19, 2024	SELL	$58.71 - $65.66 $48,553 - $54,300	-827 Reduced 1.25%	65,087 $4.25 Billion
Q4 2020 Dec 19, 2024	SELL	$50.83 - $59.53 $497,371 - $582,501	-9,785 Reduced 12.93%	65,914 $3.92 Billion
Q3 2020 Dec 19, 2024	SELL	$49.44 - $54.86 $647,120 - $718,062	-13,089 Reduced 14.74%	75,699 $3.95 Billion
Q2 2020 Dec 19, 2024	BUY	$42.21 - $55.29 $91,806 - $120,255	2,175 Added 2.51%	88,788 $4.45 Billion
Q1 2020 Dec 19, 2024	SELL	$38.4 - $61.03 $206,361 - $327,975	-5,374 Reduced 5.84%	86,613 $3.83 Billion
Q4 2019 Dec 13, 2024	BUY	$54.73 - $60.25 $5.03 Million - $5.54 Million	91,987 New	91,987 $5.53 Billion

Others Institutions Holding SCHV

# of Institutions

846

Shares Held

171M

Call Options Held

Put Options Held

View Full List

About SCHWAB STRATEGIC TR US LARGE-C

Ticker SCHV
Sector ETFs
Industry ETFs

More about SCHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Solutions Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Independent Solutions Wealth Management, LLC with notifications on news.

Account

Independent Solutions Wealth Management, LLC Schwab Strategic Tr Us Large C Transaction History