Liberty Square Wealth Partners LLC Schwab Strategic U.S. Mid Cap Transaction History

Liberty Square Wealth Partners LLC

  • $324 Billion
  • Q3 2025

A detailed history of Liberty Square Wealth Partners LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Liberty Square Wealth Partners LLC holds 117,102 shares of SCHM stock, worth $3.41 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
117,102
Previous 167,791 30.21%
Holding current value
$3.41 Million
Previous $4.71 Billion 26.25%
% of portfolio
1.07%
Previous 1.63%

Shares

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

Nov 06, 2025
SELL
$28.15 - $30.13 $1.43 Million - $1.53 Million
-50,689 Reduced 30.21%
117,102 $3.47 Billion
Q2 2025

Jul 29, 2025
SELL
$22.92 - $28.05 $819,183 - $1 Million
-35,741 Reduced 17.56%
167,791 $4.71 Billion
Q1 2025

Apr 29, 2025
SELL
$25.58 - $29.24 $348,706 - $398,599
-13,632 Reduced 6.28%
203,532 $5.33 Billion
Q4 2024

Feb 24, 2025
BUY
$27.54 - $83.04 $5.98 Million - $18 Million
217,164 New
217,164 $6.27 Billion

Others Institutions Holding SCHM

# of Institutions
1,059
Shares Held
281M
Call Options Held
8.7K
Put Options Held
0
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

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