Schwab U S Broad Market ETF shares owned by Independent Solutions Wealth Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Independent Solutions Wealth Management
from 13F filings
Historical chart of Independent Solutions Wealth Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Independent Solutions Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 148k | 25.71 |
| 2025-06-30 | $3.5M | 148k | 23.83 |
| 2025-03-31 | $3.1M | 142k | 21.53 |
| 2024-12-31 | $3.1M | 137k | 22.70 |
| 2024-09-30 | $3.4M | 51k | 66.52 |
| 2024-06-30 | $3.6M | 57k | 62.87 |
| 2024-03-31 | $3.5M | 57k | 61.05 |
| 2023-12-31 | $3.1M | 57k | 55.67 |
| 2023-09-30 | $2.9M | 58k | 49.85 |
| 2023-06-30 | $2.8M | 54k | 51.70 |
| 2023-03-31 | $2.4M | 49k | 47.85 |
| 2022-12-31 | $2.2M | 49k | 44.81 |
| 2022-09-30 | $2.4M | 57k | 41.99 |
| 2022-06-30 | $2.4M | 55k | 44.19 |
| 2022-03-31 | $2.9M | 54k | 53.39 |
| 2021-12-31 | $3.1M | 28k | 113.01 |
| 2021-09-30 | $2.9M | 28k | 103.86 |
| 2021-06-30 | $3.0M | 29k | 104.27 |
| 2021-03-31 | $2.5M | 26k | 96.71 |
| 2020-12-31 | $2.5M | 27k | 90.99 |
| 2020-09-30 | $2.5M | 31k | 79.64 |
| 2020-06-30 | $2.8M | 38k | 73.47 |
| 2020-03-31 | $2.4M | 40k | 60.43 |
| 2019-12-31 | $3.5M | 46k | 76.88 |
More positions owned by Independent Solutions Wealth Management
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