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

Liberty Square Wealth Partners LLC

  • $262 Billion
  • Q1 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 562,042 shares of SCHD stock, worth $14.7 Million. This represents 6.0% of its overall portfolio holdings.

Number of Shares
562,042
Previous 582,967 3.59%
Holding current value
$14.7 Million
Previous $16.2 Billion 3.0%
% of portfolio
6.0%
Previous 5.91%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,995
Shares Held
887M
Call Options Held
4.89M
Put Options Held
2.23M
View Full List

About SCHWAB STRATEGIC TR US DIVIDEN

SCHD Quotes by TradingView
  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
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