Liberty Square Wealth Partners LLC Schwab Strategic Tr Us Large C Transaction History
Liberty Square Wealth Partners LLC
- $324 Billion
- Q3 2025
A detailed history of Liberty Square Wealth Partners LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Liberty Square Wealth Partners LLC holds 10,034 shares of SCHG stock, worth $323,696. This represents 0.1% of its overall portfolio holdings.
Number of Shares
10,034
Previous 10,034
-0.0%
Holding current value
$323,696
Previous $293 Million
9.24%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding SCHG
# of Institutions
1,693Shares Held
857MCall Options Held
543KPut Options Held
113K-
Envestnet Asset Management Inc61.9MShares$2 Billion0.61% of portfolio
-
Sei Investments CO Oaks, PA44.5MShares$1.43 Billion1.58% of portfolio
-
Mather Group, Llc. Chicago, IL41.8MShares$1.35 Billion14.17% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA35.6MShares$1.15 Billion2.17% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA34.5MShares$1.11 Billion0.18% of portfolio