SCHWAB STRATEGIC TR

Ticker: SCHH CUSIP: 808524847 Class: ETF

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

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

Q4 2025
Shares 83,068 Value ($000) $1,735 Avg Close — Range —
Q3 2025
Shares 81,689 Value ($000) $1,762 Avg Close — Range —
Q2 2025
Shares 81,188 Value ($000) $1,718 Avg Close — Range —
Q1 2025
Shares 76,175 Value ($000) $1,639 Avg Close — Range —
Q4 2024
Shares 72,259 Value ($000) $1,522 Avg Close — Range —
Q3 2024
Shares 82,058 Value ($000) $1,901 Avg Close — Range —
Q2 2024
Shares 81,331 Value ($000) $1,624 Avg Close — Range —
Q1 2024
Shares 85,025 Value ($000) $1,726 Avg Close — Range —
Q4 2023
Shares 83,403 Value ($000) $1,727 Avg Close — Range —
Q3 2023
Shares 79,790 Value ($000) $1,416 Avg Close — Range —
Q2 2023
Shares 62,974 Value ($000) $1,230 Avg Close — Range —
Q1 2023
Shares 59,147 Value ($000) $1,153 Avg Close — Range —
Q4 2022
Shares 54,747 Value ($000) $1,056 Avg Close — Range —
Q3 2022
Shares 22,863 Value ($000) $427 Avg Close — Range —
Q2 2022
Shares 21,225 Value ($000) $448 Avg Close — Range —
Q4 2019
Shares 4,362 Value ($000) $200 Avg Close — Range —