Liberty Wealth Management LLC Schwab Strategic Tr Us Large C Transaction History

Liberty Wealth Management LLC

$569 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	BUY	$87.04 - $101.61 $5.49 Million - $6.41 Million	63,072 New	63,072 $108,000
Q4 2021 Feb 15, 2022	SELL	$73.11 - $83.4 $14,914 - $17,013	-204 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$65.3 - $73.24 $1.93 Million - $2.17 Million	-29,611 Reduced 99.32%	204 $30,000
Q2 2021 Aug 13, 2021	BUY	$65.3 - $73.24 $1.93 Million - $2.17 Million	29,611 Added 14515.2%	29,815 $204,000
Q4 2020 Feb 09, 2021	SELL	$55.95 - $64.38 $11,190 - $12,876	-200 Reduced 49.5%	204 $26,000
Q3 2020 Nov 05, 2020	BUY	$51.42 - $61.56 $51 - $61	1 Added 0.25%	404 $47,000
Q1 2020 Apr 27, 2020	BUY	$34.6 - $51.17 $34 - $51	1 Added 0.25%	403 $32,000
Q4 2019 Feb 05, 2020	BUY	$40.97 - $46.72 $81 - $93	2 Added 0.5%	402 $37,000
Q3 2019 Oct 30, 2019	BUY	$41.7 - $42.86 $16,680 - $17,144	400 New	400 $34,000

Others Institutions Holding SCHG

# of Institutions

1,396

Shares Held

1.97B

Call Options Held

167K

Put Options Held

96.6K

Koshinski Asset Management, Inc.

1.56B
Shares

$44.4 Billion
97.59% of portfolio
Mather Group, Llc. Chicago, IL

39.2M
Shares

$1.11 Billion
14.24% of portfolio
Avantax Planning Partners, Inc.

15.4M
Shares

$437 Million
15.54% of portfolio
Raymond James Financial Inc St. Petersburg, FL

14.5M
Shares

$412 Million
0.15% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

11.3M
Shares

$320 Million
2.41% of portfolio

About SCHWAB STRATEGIC TR US LARGE-C

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