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

Liberty Square Wealth Partners LLC

  • $274 Billion
  • Q4 2024

A detailed history of Liberty Square Wealth Partners LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Liberty Square Wealth Partners LLC holds 217,164 shares of SCHM stock, worth $5.68 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares
217,164
Holding current value
$5.68 Million
% of portfolio
2.29%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 24, 2025
BUY
$27.54 - $83.04 $5.98 Million - $18 Million
217,164 New
217,164 $6.27 Billion

Others Institutions Holding SCHM

# of Institutions
1,009
Shares Held
276M
Call Options Held
15K
Put Options Held
1.1K
View Full List

About SCHWAB STRATEGIC U.S. MID-CAP

SCHM Quotes by TradingView
  • Ticker SCHM
  • Sector ETFs
  • Industry ETFs
More about SCHM
Track This Portfolio

Track Liberty Square Wealth Partners LLC Portfolio

Follow Liberty Square Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Square Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Square Wealth Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email