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

Independent Solutions Wealth Management, LLC

  • $457 Billion
  • Q4 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 295,180 shares of SCHV stock, worth $8.13 Million. This represents 1.68% of its overall portfolio holdings.

Number of Shares
295,180
Previous 108,521 172.0%
Holding current value
$8.13 Million
Previous $8.72 Billion 11.77%
% of portfolio
1.68%
Previous 1.97%

Shares

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

Feb 11, 2025
BUY
$25.79 - $80.4 $4.81 Million - $15 Million
186,659 Added 172.0%
295,180 $7.7 Billion
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
884
Shares Held
322M
Call Options Held
0
Put Options Held
0
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

SCHV Quotes by TradingView
  • Ticker SCHV
  • Sector ETFs
  • Industry ETFs
More about SCHV
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