Liberty Wealth Management LLC Schwab Strategic Tr Us Emergin Transaction History

Liberty Wealth Management LLC

$546 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 03, 2023	BUY	$23.32 - $26.39 $1.89 Million - $2.14 Million	80,903 New	80,903 $1.98 Million
Q4 2021 Feb 15, 2022	SELL	$28.68 - $31.96 $6,280 - $6,999	-219 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$29.81 - $32.7 $6,468 - $7,095	217 Added 10850.0%	219 $7,000
Q2 2021 Aug 13, 2021	SELL	$31.06 - $33.61 $1,987 - $2,151	-64 Reduced 96.97%	2 $0
Q2 2021 Aug 13, 2021	BUY	$31.06 - $33.61 $1,987 - $2,151	64 Added 3200.0%	66 $2,000
Q3 2020 Nov 05, 2020	SELL	$24.69 - $27.71 $3,505 - $3,934	-142 Reduced 98.61%	2 $0
Q2 2020 Aug 04, 2020	BUY	$19.87 - $25.05 $2,821 - $3,557	142 Added 7100.0%	144 $3,000
Q4 2019 Feb 05, 2020	SELL	$24.83 - $27.51 $25,922 - $28,720	-1,044 Reduced 99.81%	2 $0
Q3 2019 Oct 30, 2019	BUY	$25.08 - $25.94 $26,233 - $27,133	1,046 New	1,046 $26,000

Others Institutions Holding SCHE

# of Institutions

770

Shares Held

236M

Call Options Held

13.7K

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

99.2M
Shares

$2.87 Billion
0.51% of portfolio
Creative Planning Overland Park, KS

21.2M
Shares

$614 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.6M
Shares

$567 Million
1.16% of portfolio
High Tower Advisors, LLC Chicago, IL

7.26M
Shares

$210 Million
0.3% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

3.21M
Shares

$92.9 Million
3.96% of portfolio

About SCHWAB STRATEGIC TR US EMERGIN

Ticker SCHE
Sector ETFs
Industry ETFs

More about SCHE

Track This Portfolio

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.