SCHWAB STRATEGIC TR

Ticker: SCHO CUSIP: 808524862 Class: SHT TM US TRES

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

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

Q4 2025
Shares 198,627 Value ($000) $4,841 Avg Close — Range —
Q3 2025
Shares 197,566 Value ($000) $4,821 Avg Close — Range —
Q2 2025
Shares 200,953 Value ($000) $4,899 Avg Close — Range —
Q1 2025
Shares 186,562 Value ($000) $4,541 Avg Close — Range —
Q4 2024
Shares 180,488 Value ($000) $4,343 Avg Close — Range —
Q3 2024
Shares 104,707 Value ($000) $5,129 Avg Close — Range —
Q2 2024
Shares 90,671 Value ($000) $4,364 Avg Close — Range —
Q1 2024
Shares 95,935 Value ($000) $4,625 Avg Close — Range —
Q4 2023
Shares 85,475 Value ($000) $4,141 Avg Close — Range —
Q3 2023
Shares 81,960 Value ($000) $3,925 Avg Close — Range —
Q2 2023
Shares 68,451 Value ($000) $3,290 Avg Close — Range —
Q1 2023
Shares 64,884 Value ($000) $3,166 Avg Close — Range —
Q4 2022
Shares 56,733 Value ($000) $2,737 Avg Close — Range —
Q3 2022
Shares 57,159 Value ($000) $2,758 Avg Close — Range —
Q2 2022
Shares 56,191 Value ($000) $2,764 Avg Close — Range —
Q1 2022
Shares 54,429 Value ($000) $2,696 Avg Close — Range —
Q4 2021
Shares 50,077 Value ($000) $2,546 Avg Close — Range —
Q3 2021
Shares 50,819 Value ($000) $2,601 Avg Close — Range —
Q2 2021
Shares 49,973 Value ($000) $2,560 Avg Close — Range —
Q1 2021
Shares 45,511 Value ($000) $2,335 Avg Close — Range —
Q4 2020
Shares 36,966 Value ($000) $1,900 Avg Close — Range —
Q3 2020
Shares 36,120 Value ($000) $1,860 Avg Close — Range —
Q2 2020
Shares 42,403 Value ($000) $2,189 Avg Close — Range —
Q1 2020
Shares 37,966 Value ($000) $1,964 Avg Close — Range —
Q4 2019
Shares 37,297 Value ($000) $1,883 Avg Close — Range —