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

Liberty Wealth Management LLC

$578 Million
Q4 2024

A detailed history of Liberty Wealth Management LLC transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Liberty Wealth Management LLC holds 17,527 shares of SCHG stock, worth $490,931. This represents 0.08% of its overall portfolio holdings.

Number of Shares

17,527

Holding current value

$490,931

% of portfolio

0.08%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$25.93 - $105.3 $454,475 - $1.85 Million	17,527 New	17,527 $488,000
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	BUY	$65.3 - $73.24 $1.93 Million - $2.17 Million	29,611 Added 14515.2%	29,815 $204,000
Q2 2021 Aug 13, 2021	SELL	$65.3 - $73.24 $1.93 Million - $2.17 Million	-29,611 Reduced 99.32%	204 $30,000
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

1,465

Shares Held

2.26B

Call Options Held

296K

Put Options Held

153K

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About SCHWAB STRATEGIC TR US LARGE-C

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