Liberty Square Wealth Partners LLC Schwab Strategic Tr Us Dividen Transaction History

Liberty Square Wealth Partners LLC

  • $324 Billion
  • Q3 2025

A detailed history of Liberty Square Wealth Partners LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Liberty Square Wealth Partners LLC holds 426,664 shares of SCHD stock, worth $11.6 Million. This represents 3.6% of its overall portfolio holdings.

Number of Shares
426,664
Previous 552,709 22.8%
Holding current value
$11.6 Million
Previous $14.6 Billion 20.47%
% of portfolio
3.6%
Previous 5.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 06, 2025
SELL
$26.38 - $27.95 $3.33 Million - $3.52 Million
-126,045 Reduced 22.8%
426,664 $11.6 Billion
Q2 2025

Jul 29, 2025
SELL
$24.32 - $27.87 $226,978 - $260,110
-9,333 Reduced 1.66%
552,709 $14.6 Billion
Q1 2025

Apr 29, 2025
SELL
$27.01 - $28.54 $565,184 - $597,199
-20,925 Reduced 3.59%
562,042 $15.7 Billion
Q4 2024

Feb 24, 2025
BUY
$26.93 - $84.95 $15.7 Million - $49.5 Million
582,967 New
582,967 $16.2 Billion

Others Institutions Holding SCHD

# of Institutions
2,057
Shares Held
872M
Call Options Held
4.95M
Put Options Held
2.61M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Liberty Square Wealth Partners LLC Portfolio

Follow Liberty Square Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Square Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Square Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email