Libra Wealth LLC Schwab Strategic Tr Us Broad M Transaction History

Libra Wealth LLC

$228 Million
Q1 2024

A detailed history of Libra Wealth LLC transactions in Schwab Strategic Tr Us Broad M stock. As of the latest transaction made, Libra Wealth LLC holds 204,822 shares of SCHB stock, worth $13 Million. This represents 5.49% of its overall portfolio holdings.

Number of Shares

204,822

Previous 210,652 2.77%

Holding current value

$13 Million

Previous $11.7 Million 6.63%

% of portfolio

5.49%

Previous 5.83%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$54.61 - $61.05 $318,376 - $355,921	-5,830 Reduced 2.77%	204,822 $12.5 Million
Q4 2023 Jan 29, 2024	SELL	$47.61 - $55.91 $449,486 - $527,846	-9,441 Reduced 4.29%	210,652 $11.7 Million
Q3 2023 Oct 30, 2023	SELL	$49.59 - $53.57 $223,402 - $241,332	-4,505 Reduced 2.01%	220,093 $11 Million
Q2 2023 Aug 10, 2023	BUY	$47.08 - $51.7 $2.33 Million - $2.56 Million	49,588 Added 28.33%	224,598 $11.6 Million
Q1 2023 May 02, 2023	SELL	$44.47 - $49.23 $227,241 - $251,565	-5,110 Reduced 2.84%	175,010 $8.37 Million

Q4 2022 Jan 31, 2023	SELL	$43.88 - $47.81 $693,435 - $755,541	-15,803 Reduced 8.07%	180,120 $8.07 Million
Q3 2022 Oct 26, 2022	BUY	N/A	1,477 Added 0.76%	195,923 $8.23 Million
Q2 2022 Jul 22, 2022	SELL	N/A	-504,123 Reduced 72.17%	194,446 $8.59 Million
Q1 2022 Apr 29, 2022	BUY	N/A	698,569 New	698,569 $31.9 Million

Others Institutions Holding SCHB

# of Institutions

1,123

Shares Held

160M

Call Options Held

230K

Put Options Held

29.7K

View Full List

About SCHWAB STRATEGIC TR US BROAD M

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