Liberty Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 15, 2022
SELL
$76.01 - $83.39 $6,764 - $7,421
-89 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$74.65 - $80.95 $74 - $80
1 Added 1.14%
89 $7,000
Q2 2021

Aug 13, 2021
SELL
$74.64 - $79.12 $509,268 - $539,835
-6,823 Reduced 98.73%
88 $7,000
Q2 2021

Aug 13, 2021
BUY
$74.64 - $79.12 $515,837 - $546,798
6,911 New
6,911 $88,000

Others Institutions Holding SCHM

# of Institutions
950
Shares Held
108M
Call Options Held
8.1K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
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