Ownership history in LIBRA WEALTH LLC · 16 quarters on record
This page tracks every 13F SEC filing in which LIBRA WEALTH LLC reported a position in SCHWAB STRATEGIC TR (SCHB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 735,499 | -17,700 | -2.3% | 5.40% | $19.3M | $26.23 |
| 2025 Q3 | REDUCED | 753,199 | -8,229 | -1.1% | 5.81% | $19.4M | $25.63 |
| 2025 Q2 | ADDED | 761,428 | +172,834 | +29.4% | 5.93% | $18.1M | $23.69 |
| 2025 Q1 | REDUCED | 588,594 | -6,692 | -1.1% | 4.75% | $12.7M | $21.34 |
As of 2025 Q4 — sorted by position size