SCHWAB STRATEGIC TR

Ticker: SCHA CUSIP: 808524607 Class: US SML CAP ETF

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

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

Q4 2025
Shares 87,025 Value ($000) $2,478 Avg Close — Range —
Q3 2025
Shares 85,382 Value ($000) $2,382 Avg Close — Range —
Q2 2025
Shares 83,441 Value ($000) $2,111 Avg Close — Range —
Q1 2025
Shares 78,211 Value ($000) $1,832 Avg Close — Range —
Q4 2024
Shares 72,708 Value ($000) $1,880 Avg Close — Range —
Q3 2024
Shares 40,560 Value ($000) $2,089 Avg Close — Range —
Q2 2024
Shares 42,660 Value ($000) $2,024 Avg Close — Range —
Q1 2024
Shares 42,447 Value ($000) $2,090 Avg Close — Range —
Q4 2023
Shares 37,686 Value ($000) $1,780 Avg Close — Range —
Q3 2023
Shares 42,233 Value ($000) $1,749 Avg Close — Range —
Q2 2023
Shares 35,367 Value ($000) $1,549 Avg Close — Range —
Q1 2023
Shares 34,990 Value ($000) $1,467 Avg Close — Range —
Q4 2022
Shares 36,527 Value ($000) $1,480 Avg Close — Range —
Q3 2022
Shares 31,175 Value ($000) $1,178 Avg Close — Range —
Q2 2022
Shares 30,454 Value ($000) $1,187 Avg Close — Range —
Q1 2022
Shares 40,252 Value ($000) $1,906 Avg Close — Range —
Q4 2021
Shares 20,540 Value ($000) $2,103 Avg Close — Range —
Q3 2021
Shares 20,100 Value ($000) $2,012 Avg Close — Range —
Q2 2021
Shares 20,065 Value ($000) $2,090 Avg Close — Range —
Q1 2021
Shares 17,610 Value ($000) $1,755 Avg Close — Range —
Q4 2020
Shares 19,855 Value ($000) $1,767 Avg Close — Range —
Q3 2020
Shares 23,572 Value ($000) $1,610 Avg Close — Range —
Q2 2020
Shares 28,620 Value ($000) $1,870 Avg Close — Range —
Q1 2020
Shares 30,633 Value ($000) $1,578 Avg Close — Range —
Q4 2019
Shares 28,525 Value ($000) $2,158 Avg Close — Range —