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

Liberty Wealth Management LLC

$546 Million
Q2 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 69,144 shares of SCHB stock, worth $4.58 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

69,144

Previous 5,264 1213.53%

Holding current value

$4.58 Million

Previous $321,000 8.41%

% of portfolio

0.06%

Previous 0.06%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,146

Shares Held

165M

Call Options Held

188K

Put Options Held

19.4K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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