Schwab Strategic Tr us aggregate b shares owned by Independent Solutions Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Independent Solutions Wealth Management
from 13F filings
Historical chart of Independent Solutions Wealth Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Independent Solutions Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.6M | 279k | 23.47 |
| 2025-06-30 | $6.5M | 282k | 23.24 |
| 2025-03-31 | $6.6M | 284k | 23.16 |
| 2024-12-31 | $6.2M | 273k | 22.70 |
| 2024-09-30 | $7.3M | 154k | 47.52 |
| 2024-06-30 | $6.4M | 140k | 45.58 |
| 2024-03-31 | $6.5M | 141k | 46.00 |
| 2023-12-31 | $6.1M | 131k | 46.62 |
| 2023-09-30 | $5.7M | 129k | 44.23 |
| 2023-06-30 | $4.9M | 106k | 46.16 |
| 2023-03-31 | $4.6M | 99k | 46.91 |
| 2022-12-31 | $4.0M | 88k | 45.65 |
| 2022-09-30 | $3.7M | 81k | 45.31 |
| 2022-06-30 | $3.8M | 80k | 47.87 |
| 2022-03-31 | $3.8M | 76k | 50.57 |
| 2021-12-31 | $3.9M | 72k | 53.90 |
| 2021-09-30 | $3.9M | 72k | 54.26 |
| 2021-06-30 | $3.8M | 69k | 54.60 |
| 2021-03-31 | $3.4M | 62k | 53.95 |
| 2020-12-31 | $2.9M | 51k | 56.03 |
| 2020-09-30 | $2.9M | 51k | 56.08 |
| 2020-06-30 | $3.4M | 60k | 56.24 |
| 2020-03-31 | $3.0M | 56k | 54.27 |
| 2019-12-31 | $3.3M | 61k | 53.43 |
More positions owned by Independent Solutions Wealth Management
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Top funds holding Schwab Strategic Tr us aggregate b
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