Home
Institutions
Filings
Issuers
About
All
Index / Passive
Hedge Fund
VC / PE / Holdco
Long-Term Concentrated
Concentrated Active
Quant / Systematic
Diversified Active
SCHWAB STRATEGIC TR
Ticker: FNDA
CUSIP: 808524763
Class: ETF
LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)
Note: Option positions (PUT/CALL) are excluded.
Q1 2023
Shares
102,965
Value ($000)
$5,156
Avg Close
—
Range
—
Q3 2021
Shares
169
Value ($000)
$9
Avg Close
—
Range
—
Q2 2020
Shares
329
Value ($000)
$10
Avg Close
—
Range
—
Period
Shares
Value ($000)
Average Close
Price Range
Q1 2023
102,965
$5,156
—
—
Q3 2021
169
$9
—
—
Q2 2020
329
$10
—
—