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 $2.88 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares

108,521

Previous 117,896 7.95%

Holding current value

$2.88 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

129M

Call Options Held

Put Options Held

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About SCHWAB STRATEGIC TR US LARGE-C

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