SCHWAB STRATEGIC TR

Ticker: SCHF CUSIP: 808524805 Class: ETF

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

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

Q4 2025
Shares 200,165 Value ($000) $4,812 Avg Close — Range —
Q3 2025
Shares 206,415 Value ($000) $4,805 Avg Close — Range —
Q2 2025
Shares 206,584 Value ($000) $4,566 Avg Close — Range —
Q1 2025
Shares 200,157 Value ($000) $3,959 Avg Close — Range —
Q4 2024
Shares 188,174 Value ($000) $3,481 Avg Close — Range —
Q3 2024
Shares 100,649 Value ($000) $4,139 Avg Close — Range —
Q2 2024
Shares 101,472 Value ($000) $3,899 Avg Close — Range —
Q1 2024
Shares 101,526 Value ($000) $3,962 Avg Close — Range —
Q4 2023
Shares 97,995 Value ($000) $3,622 Avg Close — Range —
Q3 2023
Shares 98,944 Value ($000) $3,360 Avg Close — Range —
Q2 2023
Shares 87,596 Value ($000) $3,123 Avg Close — Range —
Q1 2023
Shares 80,536 Value ($000) $2,803 Avg Close — Range —
Q4 2022
Shares 80,718 Value ($000) $2,600 Avg Close — Range —
Q3 2022
Shares 82,453 Value ($000) $2,319 Avg Close — Range —
Q2 2022
Shares 78,065 Value ($000) $2,455 Avg Close — Range —
Q1 2022
Shares 60,847 Value ($000) $2,234 Avg Close — Range —
Q4 2021
Shares 62,188 Value ($000) $2,417 Avg Close — Range —
Q3 2021
Shares 59,862 Value ($000) $2,317 Avg Close — Range —
Q2 2021
Shares 59,231 Value ($000) $2,337 Avg Close — Range —
Q1 2021
Shares 51,801 Value ($000) $1,949 Avg Close — Range —
Q4 2020
Shares 52,045 Value ($000) $1,874 Avg Close — Range —
Q3 2020
Shares 60,078 Value ($000) $1,886 Avg Close — Range —
Q2 2020
Shares 73,176 Value ($000) $2,177 Avg Close — Range —
Q1 2020
Shares 80,462 Value ($000) $2,079 Avg Close — Range —
Q4 2019
Shares 81,751 Value ($000) $2,749 Avg Close — Range —