Independent Solutions Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Independent Solutions Wealth Management, LLC

  • $447 Billion
  • Q1 2025

A detailed history of Independent Solutions Wealth Management, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Independent Solutions Wealth Management, LLC holds 283,942 shares of SCHZ stock, worth $6.59 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
283,942
Previous 272,503 4.2%
Holding current value
$6.59 Million
Previous $6.19 Billion 6.31%
% of portfolio
1.47%
Previous 1.35%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
BUY
$22.46 - $23.26 $256,919 - $266,071
11,439 Added 4.2%
283,942 $6.58 Billion
Q4 2024

Feb 11, 2025
BUY
$22.63 - $47.53 $2.68 Million - $5.63 Million
118,513 Added 76.96%
272,503 $6.19 Billion
Q3 2024

Dec 19, 2024
BUY
$45.2 - $47.87 $620,641 - $657,302
13,731 Added 9.79%
153,990 $7.32 Billion
Q2 2024

Dec 19, 2024
SELL
$44.66 - $45.99 $23,133 - $23,822
-518 Reduced 0.37%
140,259 $6.39 Billion
Q1 2024

Dec 19, 2024
BUY
$45.44 - $46.67 $435,360 - $447,145
9,581 Added 7.3%
140,777 $6.48 Billion
Q4 2023

Dec 19, 2024
BUY
$43.09 - $46.83 $101,563 - $110,378
2,357 Added 1.83%
131,196 $6.12 Billion
Q3 2023

Dec 19, 2024
BUY
$44.14 - $46.33 $1.03 Million - $1.08 Million
23,302 Added 22.08%
128,839 $5.7 Billion
Q2 2023

Dec 19, 2024
BUY
$45.86 - $47.33 $301,621 - $311,289
6,577 Added 6.65%
105,537 $4.87 Billion
Q1 2023

Dec 19, 2024
BUY
$45.33 - $47.44 $508,783 - $532,466
11,224 Added 12.79%
98,960 $4.64 Billion
Q4 2022

Dec 19, 2024
BUY
$44.04 - $47.03 $293,394 - $313,313
6,662 Added 8.22%
87,736 $4.01 Billion
Q3 2022

Dec 19, 2024
BUY
$44.98 - $49.09 $68,549 - $74,813
1,524 Added 1.92%
81,074 $3.67 Billion
Q2 2022

Dec 19, 2024
BUY
$46.62 - $50.36 $159,766 - $172,583
3,427 Added 4.5%
79,550 $3.81 Billion
Q1 2022

Dec 19, 2024
BUY
$50.05 - $53.52 $186,336 - $199,254
3,723 Added 5.14%
76,123 $3.85 Billion
Q4 2021

Dec 19, 2024
BUY
$53.63 - $54.52 $47,784 - $48,577
891 Added 1.25%
72,400 $3.9 Billion
Q3 2021

Dec 19, 2024
BUY
$54.26 - $55.17 $148,780 - $151,276
2,742 Added 3.99%
71,509 $3.88 Billion
Q2 2021

Dec 19, 2024
BUY
$53.9 - $54.6 $353,745 - $358,339
6,563 Added 10.55%
68,767 $3.75 Billion
Q1 2021

Dec 19, 2024
BUY
$53.75 - $55.97 $595,012 - $619,587
11,070 Added 21.65%
62,204 $3.36 Billion
Q4 2020

Dec 19, 2024
SELL
$55.56 - $56.23 $1,111 - $1,124
-20 Reduced 0.04%
51,134 $2.87 Billion
Q3 2020

Dec 19, 2024
SELL
$56.07 - $56.92 $488,650 - $496,057
-8,715 Reduced 14.56%
51,154 $2.87 Billion
Q2 2020

Dec 19, 2024
BUY
$54.35 - $56.24 $207,997 - $215,230
3,827 Added 6.83%
59,869 $3.37 Billion
Q1 2020

Dec 19, 2024
SELL
$50.33 - $56.09 $246,717 - $274,953
-4,902 Reduced 8.04%
56,042 $3.04 Billion
Q4 2019

Dec 13, 2024
BUY
$53.21 - $54.14 $3.24 Million - $3.3 Million
60,944 New
60,944 $3.26 Billion

Others Institutions Holding SCHZ

# of Institutions
689
Shares Held
168M
Call Options Held
200
Put Options Held
1.5K
View Full List

About SCHWAB US AGGREGATE BOND ETF

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