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 $106,481. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,535
Previous 69,144 93.44%
Holding current value
$106,481
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
1,210
Shares Held
315M
Call Options Held
191K
Put Options Held
20.7K
View Full List

About SCHWAB STRATEGIC TR US BROAD M

SCHB Quotes by TradingView
  • Ticker SCHB
  • Sector ETFs
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More about SCHB
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