LIBRA WEALTH LLC SCHB holdings history
SCHWAB US BROAD MARKET ETF · CUSIP 808524102 · CIK 1925385
As of 2026-06-30, LIBRA WEALTH LLC reported 694.98K SCHB (shares), valued at $20.13M, or 5.14% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares decreased 2.38%; reported value increased 12.63%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.14% | 694,982 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 5.04% | 711,919 | SEC filing ↗Filed Apr 28, 2026 |
| Q4 2025 | 5.40% | 735,499 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 5.81% | 753,199 | SEC filing ↗Filed Nov 6, 2025 |
| Q2 2025 | 5.93% | 761,428 | SEC filing ↗Filed Jul 25, 2025 |
| Q1 2025 | 4.75% | 588,594 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 5.25% | 595,286 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 5.38% | 202,601 | SEC filing ↗Filed Oct 23, 2024 |
| Q2 2024 | 5.54% | 203,659 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 5.48% | 204,822 | SEC filing ↗Filed Apr 30, 2024 |
| Q4 2023 | 5.83% | 210,652 | SEC filing ↗Filed Jan 29, 2024 |
| Q3 2023 | 6.07% | 220,093 | SEC filing ↗Filed Oct 30, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 6.07% | 220,093 | $10.97M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 30, 2023 |
| Q4 2023 | 5.83% | 210,652 | $11.73M | Shares decreased 4.29%; reported value increased 6.88%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2024 |
| Q1 2024 | 5.48% | 204,822 | $12.50M | Shares decreased 2.77%; reported value increased 6.63%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 30, 2024 |
| Q2 2024 | 5.54% | 203,659 | $12.80M | Shares decreased 0.57%; reported value increased 2.40%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 5.38% | 202,601 | $13.48M | Shares decreased 0.52%; reported value increased 5.26%, and weight changed -0.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | 5.25% | 595,286 | $13.51M | Shares increased 193.82%; reported value increased 0.27%, and weight changed -0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 4.75% | 588,594 | $12.67M | Shares decreased 1.12%; reported value decreased 6.22%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 5.93% | 761,428 | $18.14M | Shares increased 29.36%; reported value increased 43.18%, and weight changed +1.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2025 |
| Q3 2025 | 5.81% | 753,199 | $19.36M | Shares decreased 1.08%; reported value increased 6.72%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 6, 2025 |
| Q4 2025 | 5.40% | 735,499 | $19.29M | Shares decreased 2.35%; reported value decreased 0.37%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 5.04% | 711,919 | $17.87M | Shares decreased 3.21%; reported value decreased 7.38%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 28, 2026 |
| Q2 2026 | 5.14% | 694,982 | $20.13M | Shares decreased 2.38%; reported value increased 12.63%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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