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

Liberty Wealth Management LLC

  • $578 Million
  • Q4 2024

A detailed history of Liberty Wealth Management LLC transactions in Schwab Strategic U.S. Mid Cap stock. As of the latest transaction made, Liberty Wealth Management LLC holds 7,285 shares of SCHM stock, worth $186,350. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,285
Holding current value
$186,350
% of portfolio
0.03%

Shares

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

Feb 07, 2025
BUY
$27.54 - $83.04 $200,628 - $604,946
7,285 New
7,285 $201,000
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
1,011
Shares Held
271M
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 Wealth Management LLC Portfolio

Follow Liberty Wealth Management 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 Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email