SCHWAB STRATEGIC TR

Ticker: SCHR CUSIP: 808524854 Class: ETF

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

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

Q4 2025
Shares 219,597 Value ($000) $5,507 Avg Close — Range —
Q3 2025
Shares 221,416 Value ($000) $5,564 Avg Close — Range —
Q2 2025
Shares 223,893 Value ($000) $5,604 Avg Close — Range —
Q1 2025
Shares 227,407 Value ($000) $5,653 Avg Close — Range —
Q4 2024
Shares 218,323 Value ($000) $5,303 Avg Close — Range —
Q3 2024
Shares 124,606 Value ($000) $6,305 Avg Close — Range —
Q2 2024
Shares 112,345 Value ($000) $5,479 Avg Close — Range —
Q1 2024
Shares 117,510 Value ($000) $5,764 Avg Close — Range —
Q4 2023
Shares 107,005 Value ($000) $5,320 Avg Close — Range —
Q3 2023
Shares 104,204 Value ($000) $4,996 Avg Close — Range —
Q2 2023
Shares 85,727 Value ($000) $4,225 Avg Close — Range —
Q1 2023
Shares 80,209 Value ($000) $4,045 Avg Close — Range —
Q4 2022
Shares 71,239 Value ($000) $3,507 Avg Close — Range —
Q3 2022
Shares 61,740 Value ($000) $3,034 Avg Close — Range —
Q2 2022
Shares 60,661 Value ($000) $3,130 Avg Close — Range —
Q1 2022
Shares 57,884 Value ($000) $3,082 Avg Close — Range —
Q4 2021
Shares 54,064 Value ($000) $3,035 Avg Close — Range —
Q3 2021
Shares 54,687 Value ($000) $3,101 Avg Close — Range —
Q2 2021
Shares 53,019 Value ($000) $3,015 Avg Close — Range —
Q1 2021
Shares 48,047 Value ($000) $2,710 Avg Close — Range —
Q4 2020
Shares 38,980 Value ($000) $2,269 Avg Close — Range —
Q3 2020
Shares 38,474 Value ($000) $2,258 Avg Close — Range —
Q2 2020
Shares 44,801 Value ($000) $2,633 Avg Close — Range —
Q1 2020
Shares 40,650 Value ($000) $2,389 Avg Close — Range —
Q4 2019
Shares 44,796 Value ($000) $2,461 Avg Close — Range —