SCHWAB STRATEGIC TR

Ticker: SCHB CUSIP: 808524102 Class: ETF

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 16,020 Value ($000) $420 Avg Close Range
Q3 2025
Shares 13,730 Value ($000) $353 Avg Close Range
Q2 2025
Shares 13,700 Value ($000) $326 Avg Close Range
Q1 2025
Shares 13,671 Value ($000) $294 Avg Close Range
Q4 2024
Shares 32,164 Value ($000) $730 Avg Close Range
Q3 2024
Shares 4,535 Value ($000) $302 Avg Close Range
Q2 2024
Shares 69,144 Value ($000) $0 Avg Close Range
Q1 2024
Shares 5,264 Value ($000) $0 Avg Close Range
Q4 2023
Shares 4,504 Value ($000) $0 Avg Close Range
Q3 2023
Shares 5,240 Value ($000) $0 Avg Close Range
Q2 2023
Shares 5,193 Value ($000) $268 Avg Close Range
Q1 2023
Shares 13,431 Value ($000) $630 Avg Close Range
Q1 2022
Shares 5,281 Value ($000) $281 Avg Close Range
Q4 2021
Shares 2,635 Value ($000) $297 Avg Close Range
Q3 2021
Shares 2,627 Value ($000) $273 Avg Close Range
Q2 2021
Shares 2,621 Value ($000) $273 Avg Close Range
Q1 2021
Shares 1,782 Value ($000) $164 Avg Close Range
Q4 2020
Shares 1,782 Value ($000) $164 Avg Close Range
Q3 2020
Shares 1,777 Value ($000) $142 Avg Close Range
Q2 2020
Shares 944 Value ($000) $69 Avg Close Range
Q1 2020
Shares 942 Value ($000) $57 Avg Close Range
Q4 2019
Shares 940 Value ($000) $72 Avg Close Range
Q3 2019
Shares 2,505 Value ($000) $178 Avg Close Range
Q2 2019
Shares 568 Value ($000) $40 Avg Close Range
Q1 2019
Shares 568 Value ($000) $38 Avg Close Range
Q4 2018
Shares 568 Value ($000) $34 Avg Close Range