ISWM
Independent Solutions Wealth Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.52M | Buy |
147,594
+5,667
| +4% | +$135K | 0.69% | 47 |
|
|
2025
Q1 | $3.06M | Buy |
141,927
+5,109
| +4% | +$110K | 0.68% | 45 |
|
|
2024
Q4 | $3.11M | Buy |
136,818
+86,092
| +170% | +$1.95M | 0.68% | 43 |
|
|
2024
Q3 | $3.37M | Sell |
50,726
-5,887
| -10% | -$392K | 0.76% | 41 |
|
|
2024
Q2 | $3.56M | Sell |
56,613
-506
| -0.9% | -$31.8K | 0.82% | 36 |
|
|
2024
Q1 | $3.49M | Buy |
57,119
+593
| +1% | +$36.2K | 0.83% | 35 |
|
|
2023
Q4 | $3.15M | Sell |
56,526
-1,304
| -2% | -$72.6K | 0.81% | 39 |
|
|
2023
Q3 | $2.88M | Buy |
57,830
+4,266
| +8% | +$213K | 0.75% | 37 |
|
|
2023
Q2 | $2.77M | Buy |
53,564
+4,314
| +9% | +$223K | 0.7% | 35 |
|
|
2023
Q1 | $2.36M | Sell |
49,250
-82
| -0.2% | -$3.92K | 0.69% | 39 |
|
|
2022
Q4 | $2.21M | Sell |
49,332
-7,723
| -14% | -$346K | 0.67% | 40 |
|
|
2022
Q3 | $2.4M | Buy |
57,055
+1,692
| +3% | +$71K | 0.79% | 31 |
|
|
2022
Q2 | $2.45M | Buy |
55,363
+1,492
| +3% | +$65.9K | 0.76% | 30 |
|
|
2022
Q1 | $2.88M | Buy |
53,871
+26,152
| +94% | +$1.4M | 0.68% | 32 |
|
|
2021
Q4 | $3.13M | Sell |
27,719
-291
| -1% | -$32.9K | 0.74% | 33 |
|
|
2021
Q3 | $2.91M | Sell |
28,010
-852
| -3% | -$88.5K | 0.72% | 37 |
|
|
2021
Q2 | $3.01M | Buy |
28,862
+3,192
| +12% | +$333K | 0.73% | 36 |
|
|
2021
Q1 | $2.48M | Sell |
25,670
-1,586
| -6% | -$153K | 0.68% | 35 |
|
|
2020
Q4 | $2.48M | Sell |
27,256
-3,584
| -12% | -$326K | 0.77% | 33 |
|
|
2020
Q3 | $2.46M | Sell |
30,840
-7,260
| -19% | -$578K | 0.94% | 24 |
|
|
2020
Q2 | $2.8M | Sell |
38,100
-1,834
| -5% | -$135K | 1.2% | 21 |
|
|
2020
Q1 | $2.41M | Sell |
39,934
-5,625
| -12% | -$340K | 1.33% | 20 |
|
|
2019
Q4 | $3.5M | Buy |
+45,559
| New | +$3.5M | 1.55% | 16 |
|