SCHWAB STRATEGIC TR

Ticker: SCHM CUSIP: 808524508 Class: US MID-CAP ETF

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

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

Q4 2025
Shares 145,766 Value ($000) $4,383 Avg Close — Range —
Q3 2025
Shares 146,374 Value ($000) $4,339 Avg Close — Range —
Q2 2025
Shares 143,803 Value ($000) $4,034 Avg Close — Range —
Q1 2025
Shares 136,373 Value ($000) $3,573 Avg Close — Range —
Q4 2024
Shares 131,781 Value ($000) $3,652 Avg Close — Range —
Q3 2024
Shares 47,147 Value ($000) $3,917 Avg Close — Range —
Q2 2024
Shares 52,060 Value ($000) $4,052 Avg Close — Range —
Q1 2024
Shares 51,906 Value ($000) $4,227 Avg Close — Range —
Q4 2023
Shares 49,595 Value ($000) $3,735 Avg Close — Range —
Q3 2023
Shares 48,578 Value ($000) $3,288 Avg Close — Range —
Q2 2023
Shares 42,790 Value ($000) $3,039 Avg Close — Range —
Q1 2023
Shares 41,037 Value ($000) $2,784 Avg Close — Range —
Q4 2022
Shares 42,040 Value ($000) $2,758 Avg Close — Range —
Q3 2022
Shares 36,234 Value ($000) $2,193 Avg Close — Range —
Q2 2022
Shares 33,974 Value ($000) $2,131 Avg Close — Range —
Q1 2022
Shares 34,256 Value ($000) $2,599 Avg Close — Range —
Q4 2021
Shares 34,988 Value ($000) $2,814 Avg Close — Range —
Q3 2021
Shares 34,094 Value ($000) $2,614 Avg Close — Range —
Q2 2021
Shares 33,923 Value ($000) $2,655 Avg Close — Range —
Q1 2021
Shares 29,712 Value ($000) $2,211 Avg Close — Range —
Q4 2020
Shares 31,859 Value ($000) $2,172 Avg Close — Range —
Q3 2020
Shares 38,122 Value ($000) $2,115 Avg Close — Range —
Q2 2020
Shares 46,435 Value ($000) $2,443 Avg Close — Range —
Q1 2020
Shares 48,857 Value ($000) $2,060 Avg Close — Range —
Q4 2019
Shares 47,542 Value ($000) $2,860 Avg Close — Range —