SCHWAB STRATEGIC TR

Ticker: SCHV CUSIP: 808524409 Class: US LCAP VA ETF

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

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

Q4 2025
Shares 313,096 Value ($000) $9,271 Avg Close — Range —
Q3 2025
Shares 316,977 Value ($000) $9,227 Avg Close — Range —
Q2 2025
Shares 312,063 Value ($000) $8,635 Avg Close — Range —
Q1 2025
Shares 306,035 Value ($000) $8,134 Avg Close — Range —
Q4 2024
Shares 295,180 Value ($000) $7,695 Avg Close — Range —
Q3 2024
Shares 108,521 Value ($000) $8,722 Avg Close — Range —
Q2 2024
Shares 117,896 Value ($000) $8,734 Avg Close — Range —
Q1 2024
Shares 117,395 Value ($000) $8,920 Avg Close — Range —
Q4 2023
Shares 110,394 Value ($000) $7,739 Avg Close — Range —
Q3 2023
Shares 108,410 Value ($000) $6,988 Avg Close — Range —
Q2 2023
Shares 99,448 Value ($000) $6,672 Avg Close — Range —
Q1 2023
Shares 90,030 Value ($000) $5,904 Avg Close — Range —
Q4 2022
Shares 92,659 Value ($000) $6,117 Avg Close — Range —
Q3 2022
Shares 89,626 Value ($000) $5,244 Avg Close — Range —
Q2 2022
Shares 85,044 Value ($000) $5,308 Avg Close — Range —
Q1 2022
Shares 79,679 Value ($000) $5,688 Avg Close — Range —
Q4 2021
Shares 78,612 Value ($000) $5,756 Avg Close — Range —
Q3 2021
Shares 76,662 Value ($000) $5,173 Avg Close — Range —
Q2 2021
Shares 74,581 Value ($000) $5,099 Avg Close — Range —
Q1 2021
Shares 65,087 Value ($000) $4,249 Avg Close — Range —
Q4 2020
Shares 65,914 Value ($000) $3,924 Avg Close — Range —
Q3 2020
Shares 75,699 Value ($000) $3,951 Avg Close — Range —
Q2 2020
Shares 88,788 Value ($000) $4,449 Avg Close — Range —
Q1 2020
Shares 86,613 Value ($000) $3,834 Avg Close — Range —
Q4 2019
Shares 91,987 Value ($000) $5,530 Avg Close — Range —