LCM
SCHA icon

Liberty Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Liberty Capital Management’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.54M Buy
+153,367
New +$5.07M 0.95% 34
2025
Q4 		$3.89M Buy
136,577
+2,450
+2% +$69.2K 0.72% 40
2025
Q3 		$3.74M Buy
134,127
+3,776
+3% +$101K 0.7% 42
2025
Q2 		$3.3M Buy
130,351
+4,530
+4% +$107K 0.67% 43
2025
Q1 		$2.95M Buy
125,821
+14,425
+13% +$368K 0.66% 44
2024
Q4 		$2.88M Buy
111,396
+402
+0.4% +$10.7K 0.64% 42
2024
Q3 		$2.86M Buy
110,994
+19,790
+22% +$491K 0.63% 49
2024
Q2 		$2.16M Buy
91,204
+3,408
+4% +$80.8K 0.51% 56
2024
Q1 		$2.16M Buy
87,796
+10,500
+14% +$246K 0.53% 55
2023
Q4 		$1.83M Buy
77,296
+8,392
+12% +$177K 0.48% 59
2023
Q3 		$1.43M Buy
68,904
+1,484
+2% +$32.6K 0.42% 62
2023
Q2 		$1.48M Buy
67,420
+3,108
+5% +$64.8K 0.44% 59
2023
Q1 		$1.35M Buy
64,312
+12
+0% +$258 0.44% 61
2022
Q4 		$1.3M Buy
64,300
+11,232
+21% +$230K 0.45% 61
2022
Q3 		$1M Sell
53,068
-458
-0.9% -$9.58K 0.38% 63
2022
Q2 		$1.04M Buy
53,526
+5,498
+11% +$118K 0.37% 66
2022
Q1 		$1.14M Sell
48,028
-512
-1% -$12.1K 0.33% 70
2021
Q4 		$1.24M Buy
48,540
+280
+0.6% +$7.25K 0.34% 69
2021
Q3 		$1.21M Buy
48,260
+764
+2% +$19.4K 0.36% 69
2021
Q2 		$1.24M Sell
47,496
-60
-0.1% -$1.53K 0.38% 69
2021
Q1 		$1.19M Buy
47,556
+1,528
+3% +$37.6K 0.41% 62
2020
Q4 		$1.02M Buy
+46,028
New +$916K 0.37% 68
2020
Q2 		$709K Buy
43,424
+2,088
+5% +$31.3K 0.31% 71
2020
Q1 		$532K Buy
41,336
+208
+0.5% +$3.54K 0.28% 69
2019
Q4 		$778K Buy
41,128
+992
+2% +$17.9K 0.32% 69
2019
Q3 		$700K Sell
40,136
-208
-0.5% -$3.67K 0.31% 70
2019
Q2 		$721K Buy
40,344
+244
+0.6% +$4.32K 0.32% 70
2019
Q1 		$701K Buy
40,100
+128
+0.3% +$2.19K 0.35% 61
2018
Q4 		$606K Sell
39,972
-8,292
-17% -$140K 0.37% 60
2018
Q3 		$919K Buy
48,264
+5,596
+13% +$107K 0.48% 57
2018
Q2 		$785K Buy
42,668
+5,876
+16% +$106K 0.46% 57
2018
Q1 		$636K Sell
36,792
-8
-0% -$141 0.38% 63
2017
Q4 		$666K Sell
36,800
-8,424
-19% -$144K 0.35% 66
2017
Q3 		$771K Buy
45,224
+15,056
+50% +$242K 0.42% 61
2017
Q2 		$482K Buy
30,168
+3,724
+14% +$58.8K 0.29% 72
2017
Q1 		$416K Buy
26,444
+2,256
+9% +$35.3K 0.25% 86
2016
Q4 		$374K Buy
24,188
+19,048
+371% +$280K 0.24% 85
2016
Q3 		$73K Buy
+5,140
New +$72.9K 0.05% 139

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Liberty Capital Management's SCHA Position: Q2 2026 in Review

Liberty Capital Management opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 153,367 shares worth $5.54M. The stake represents 0.95% of the portfolio and ranks #34 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in SCHA as recently as Q4 2025.

Liberty Capital Management first reported a position in SCHA in Q3 2016 and has held it in 38 quarters since. 959 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Liberty Capital Management held 153,367 shares of Schwab U.S Small- Cap ETF worth $5.54M as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Liberty Capital Management position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.95% of Liberty Capital Management's portfolio in Q2 2026, its #34 holding.
  • Liberty Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2016 and has held it in 38 quarters since.
  • 959 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Liberty Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.