SCHWAB STRATEGIC TR

Ticker: SCHG CUSIP: 808524300 Class: ETF

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

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

Q4 2025
Shares 294,599 Value ($000) $9,610 Avg Close — Range —
Q3 2025
Shares 301,395 Value ($000) $9,618 Avg Close — Range —
Q2 2025
Shares 298,095 Value ($000) $8,707 Avg Close — Range —
Q1 2025
Shares 292,726 Value ($000) $7,330 Avg Close — Range —
Q4 2024
Shares 284,851 Value ($000) $7,939 Avg Close — Range —
Q3 2024
Shares 76,979 Value ($000) $8,020 Avg Close — Range —
Q2 2024
Shares 84,242 Value ($000) $8,495 Avg Close — Range —
Q1 2024
Shares 77,135 Value ($000) $7,152 Avg Close — Range —
Q4 2023
Shares 77,742 Value ($000) $6,449 Avg Close — Range —
Q3 2023
Shares 70,821 Value ($000) $5,150 Avg Close — Range —
Q2 2023
Shares 70,148 Value ($000) $5,258 Avg Close — Range —
Q1 2023
Shares 63,851 Value ($000) $4,161 Avg Close — Range —
Q4 2022
Shares 65,017 Value ($000) $3,612 Avg Close — Range —
Q3 2022
Shares 60,212 Value ($000) $3,360 Avg Close — Range —
Q2 2022
Shares 58,875 Value ($000) $3,414 Avg Close — Range —
Q1 2022
Shares 62,733 Value ($000) $4,694 Avg Close — Range —
Q4 2021
Shares 32,376 Value ($000) $5,302 Avg Close — Range —
Q3 2021
Shares 32,867 Value ($000) $4,867 Avg Close — Range —
Q2 2021
Shares 34,420 Value ($000) $5,024 Avg Close — Range —
Q1 2021
Shares 30,476 Value ($000) $3,955 Avg Close — Range —
Q4 2020
Shares 28,613 Value ($000) $3,674 Avg Close — Range —
Q3 2020
Shares 33,017 Value ($000) $3,803 Avg Close — Range —
Q2 2020
Shares 41,879 Value ($000) $4,252 Avg Close — Range —
Q1 2020
Shares 46,173 Value ($000) $3,678 Avg Close — Range —
Q4 2019
Shares 55,977 Value ($000) $5,201 Avg Close — Range —