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Independent Solutions Wealth Management, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Independent Solutions Wealth Management, LLC on SCHA, newest first. How the timeline and the estimate are built.

Independent Solutions Wealth Management, LLC held 82,648 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,648 shares
    Change vs previous 13F -167 shares

    0.39% of the 13F portfolio, value $2,986,065.

    13F-HR 0001818391-26-000003 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 82,815 shares
    Change vs previous 13F -4,210 shares

    0.35% of the 13F portfolio, value $2,408,272.

    13F-HR 0001818391-26-000002 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 87,025 shares
    Change vs previous 13F +1,643 shares

    0.46% of the 13F portfolio, value $2,478,468.

    13F-HR 0001818391-26-000001 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 85,382 shares
    Change vs previous 13F +1,941 shares

    0.42% of the 13F portfolio, value $2,382,144.

    13F-HR 0001818391-25-000002 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 83,441 shares
    Change vs previous 13F +5,230 shares

    0.41% of the 13F portfolio, value $2,111,047.

    13F-HR 0001085146-25-004052 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 78,211 shares
    Change vs previous 13F +5,503 shares

    0.41% of the 13F portfolio, value $1,832,478.

    13F-HR 0001085146-25-002266 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 72,708 shares
    Change vs previous 13F +32,148 shares

    0.41% of the 13F portfolio, value $1,880,241.

    13F-HR 0001085146-25-000983 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 40,560 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,088,844.

    13F-HR 0001085146-24-006074 filed by Independent Solutions Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).