Ownership history in LIBRA WEALTH LLC · 15 quarters on record
This page tracks every 13F SEC filing in which LIBRA WEALTH LLC reported a position in SCHWAB STRATEGIC TR (SCHF). 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 | 788,292 | -7,990 | -1.0% | 5.30% | $19.0M | $24.04 |
| 2025 Q3 | REDUCED | 796,282 | -22,233 | -2.7% | 5.57% | $18.5M | $22.63 |
| 2025 Q2 | ADDED | 818,515 | +185,703 | +29.3% | 5.92% | $18.1M | $21.49 |
| 2025 Q1 | REDUCED | 632,812 | -7,392 | -1.2% | 4.70% | $12.5M | $19.10 |
| 2024 Q4 | ADDED | 640,204 | +317,038 | +98.1% | 4.61% | $11.8M | $17.87 |
| 2024 Q3 | REDUCED | 323,166 | -769 | -0.2% | 5.31% | $13.3M | $19.43 |
| 2024 Q2 | REDUCED | 323,935 | -1,256 | -0.4% | 5.39% | $12.4M | $18.15 |
| 2024 Q1 | REDUCED | 325,191 | -13,410 | -4.0% | 5.56% | $12.7M | $18.26 |
| 2023 Q4 | REDUCED | 338,601 | -3,756 | -1.1% | 6.22% | $12.5M | $17.30 |
| 2023 Q3 | REDUCED | 342,357 | -1,440 | -0.4% | 6.44% | $11.6M | $15.58 |
As of 2025 Q4 — sorted by position size