Independent Solutions Wealth Management, LLC's ownership history for SCHG

Independent Solutions Wealth Management, LLC currently holds 287.3K shares with a market value of $8.4M. It started holding SCHG on 2019-12-31. At its peak, it held 301.4K shares on 2025-09-30. Its highest holding value was $9.6M on 2025-09-30. At its lowest, it held 30.5K shares on 2021-03-31, with a value of $3.4M on 2022-09-30. In the recent 180 days, Independent Solutions Wealth Management, LLC has decreased its shares by 14.1K. In the recent year, Independent Solutions Wealth Management, LLC has decreased its shares by 5.4K.