Liberty Wealth Management LLC Schwab Strategic Tr Us Broad M Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Liberty Wealth Management LLC holds 4,535 shares of SCHB stock, worth $105,348. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,535
Previous 69,144 93.44%
Holding current value
$105,348
Previous $348,000 13.51%
% of portfolio
0.05%
Previous 0.06%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$59.93 - $66.52 $3.87 Million - $4.3 Million
-64,609 Reduced 93.44%
4,535 $301,000
Q2 2024

Aug 06, 2024
BUY
$57.57 - $63.3 $3.68 Million - $4.04 Million
63,880 Added 1213.53%
69,144 $348,000
Q1 2024

May 02, 2024
BUY
$54.61 - $61.05 $41,503 - $46,398
760 Added 16.87%
5,264 $321,000
Q4 2023

Feb 08, 2024
SELL
$47.61 - $55.91 $35,040 - $41,149
-736 Reduced 14.05%
4,504 $250,000
Q3 2023

Nov 13, 2023
BUY
$49.59 - $53.57 $2,330 - $2,517
47 Added 0.91%
5,240 $261,000
Q2 2023

Aug 10, 2023
SELL
$47.08 - $51.7 $387,845 - $425,904
-8,238 Reduced 61.34%
5,193 $268,000
Q1 2023

May 03, 2023
BUY
$44.47 - $49.23 $597,276 - $661,208
13,431 New
13,431 $642,000
Q2 2022

Aug 15, 2022
SELL
$42.93 - $53.98 $226,713 - $285,068
-5,281 Closed
0 $0
Q1 2022

May 09, 2022
BUY
$49.15 - $56.85 $130,050 - $150,425
2,646 Added 100.42%
5,281 $281,000
Q4 2021

Feb 15, 2022
BUY
$51.87 - $56.86 $414 - $454
8 Added 0.3%
2,635 $297,000
Q3 2021

Nov 15, 2021
BUY
$51.32 - $54.83 $307 - $328
6 Added 0.23%
2,627 $273,000
Q2 2021

Aug 13, 2021
SELL
$48.92 - $52.14 $13.2 Million - $14.1 Million
-270,678 Reduced 99.04%
2,621 $273,000
Q2 2021

Aug 13, 2021
BUY
$48.92 - $52.14 $13.3 Million - $14.2 Million
271,517 Added 15236.64%
273,299 $2.62 Million
Q4 2020

Feb 09, 2021
BUY
$39.03 - $45.5 $195 - $227
5 Added 0.28%
1,782 $164,000
Q3 2020

Nov 05, 2020
BUY
$36.93 - $42.52 $30,762 - $35,419
833 Added 88.24%
1,777 $142,000
Q2 2020

Aug 04, 2020
BUY
$28.84 - $38.49 $57 - $76
2 Added 0.21%
944 $69,000
Q1 2020

Apr 27, 2020
BUY
$26.18 - $40.44 $52 - $80
2 Added 0.21%
942 $57,000
Q4 2019

Feb 05, 2020
SELL
$34.47 - $38.58 $53,945 - $60,377
-1,565 Reduced 62.48%
940 $72,000
Q3 2019

Oct 30, 2019
BUY
$35.32 - $36.13 $68,414 - $69,983
1,937 Added 341.02%
2,505 $178,000
Q4 2018

Mar 26, 2019
BUY
N/A
568 New
568 $34,000

Others Institutions Holding SCHB

# of Institutions
1,179
Shares Held
166M
Call Options Held
172K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

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

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management 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 Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email