SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

Independent Solutions Wealth Management, LLC's Holding History (CIK: 0001818391)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 145,003 Value ($000) $3,803 Avg Close — Range —
Q3 2025
Shares 148,447 Value ($000) $3,817 Avg Close — Range —
Q2 2025
Shares 147,594 Value ($000) $3,517 Avg Close — Range —
Q1 2025
Shares 141,927 Value ($000) $3,056 Avg Close — Range —
Q4 2024
Shares 136,818 Value ($000) $3,106 Avg Close — Range —
Q3 2024
Shares 50,726 Value ($000) $3,374 Avg Close — Range —
Q2 2024
Shares 56,613 Value ($000) $3,559 Avg Close — Range —
Q1 2024
Shares 57,119 Value ($000) $3,487 Avg Close — Range —
Q4 2023
Shares 56,526 Value ($000) $3,147 Avg Close — Range —
Q3 2023
Shares 57,830 Value ($000) $2,883 Avg Close — Range —
Q2 2023
Shares 53,564 Value ($000) $2,769 Avg Close — Range —
Q1 2023
Shares 49,250 Value ($000) $2,357 Avg Close — Range —
Q4 2022
Shares 49,332 Value ($000) $2,211 Avg Close — Range —
Q3 2022
Shares 57,055 Value ($000) $2,396 Avg Close — Range —
Q2 2022
Shares 55,363 Value ($000) $2,446 Avg Close — Range —
Q1 2022
Shares 53,871 Value ($000) $2,876 Avg Close — Range —
Q4 2021
Shares 27,719 Value ($000) $3,133 Avg Close — Range —
Q3 2021
Shares 28,010 Value ($000) $2,909 Avg Close — Range —
Q2 2021
Shares 28,862 Value ($000) $3,009 Avg Close — Range —
Q1 2021
Shares 25,670 Value ($000) $2,483 Avg Close — Range —
Q4 2020
Shares 27,256 Value ($000) $2,480 Avg Close — Range —
Q3 2020
Shares 30,840 Value ($000) $2,456 Avg Close — Range —
Q2 2020
Shares 38,100 Value ($000) $2,799 Avg Close — Range —
Q1 2020
Shares 39,934 Value ($000) $2,413 Avg Close — Range —
Q4 2019
Shares 45,559 Value ($000) $3,503 Avg Close — Range —