LCM
Liberty Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Buy |
130,351
+4,530
| +4% | +$115K | 0.67% | 43 |
|
|
2025
Q1 | $2.95M | Buy |
125,821
+14,425
| +13% | +$338K | 0.66% | 44 |
|
|
2024
Q4 | $2.88M | Buy |
111,396
+55,899
| +101% | +$1.45M | 0.64% | 42 |
|
|
2024
Q3 | $2.86M | Buy |
55,497
+9,895
| +22% | +$510K | 0.63% | 49 |
|
|
2024
Q2 | $2.16M | Buy |
45,602
+1,704
| +4% | +$80.9K | 0.51% | 56 |
|
|
2024
Q1 | $2.16M | Buy |
43,898
+5,250
| +14% | +$259K | 0.53% | 55 |
|
|
2023
Q4 | $1.83M | Buy |
38,648
+4,196
| +12% | +$198K | 0.48% | 59 |
|
|
2023
Q3 | $1.43M | Buy |
34,452
+742
| +2% | +$30.7K | 0.42% | 62 |
|
|
2023
Q2 | $1.48M | Buy |
33,710
+1,554
| +5% | +$68.1K | 0.44% | 59 |
|
|
2023
Q1 | $1.35M | Buy |
32,156
+6
| +0% | +$252 | 0.44% | 61 |
|
|
2022
Q4 | $1.3M | Buy |
32,150
+5,616
| +21% | +$228K | 0.45% | 61 |
|
|
2022
Q3 | $1M | Sell |
26,534
-229
| -0.9% | -$8.66K | 0.38% | 63 |
|
|
2022
Q2 | $1.04M | Buy |
26,763
+2,749
| +11% | +$107K | 0.37% | 66 |
|
|
2022
Q1 | $1.14M | Buy |
24,014
+11,879
| +98% | +$562K | 0.33% | 70 |
|
|
2021
Q4 | $1.24M | Buy |
12,135
+70
| +0.6% | +$7.17K | 0.34% | 69 |
|
|
2021
Q3 | $1.21M | Buy |
12,065
+191
| +2% | +$19.1K | 0.36% | 69 |
|
|
2021
Q2 | $1.24M | Sell |
11,874
-15
| -0.1% | -$1.56K | 0.38% | 69 |
|
|
2021
Q1 | $1.19M | Buy |
11,889
+382
| +3% | +$38.1K | 0.41% | 62 |
|
|
2020
Q4 | $1.02M | Buy |
+11,507
| New | +$1.02M | 0.37% | 68 |
|
|
2020
Q2 | $709K | Buy |
10,856
+522
| +5% | +$34.1K | 0.31% | 71 |
|
|
2020
Q1 | $532K | Buy |
10,334
+52
| +0.5% | +$2.68K | 0.28% | 69 |
|
|
2019
Q4 | $778K | Buy |
10,282
+248
| +2% | +$18.8K | 0.32% | 69 |
|
|
2019
Q3 | $700K | Sell |
10,034
-52
| -0.5% | -$3.63K | 0.31% | 70 |
|
|
2019
Q2 | $721K | Buy |
10,086
+61
| +0.6% | +$4.36K | 0.32% | 70 |
|
|
2019
Q1 | $701K | Buy |
10,025
+32
| +0.3% | +$2.24K | 0.35% | 61 |
|
|
2018
Q4 | $606K | Sell |
9,993
-2,073
| -17% | -$126K | 0.37% | 60 |
|
|
2018
Q3 | $919K | Buy |
12,066
+1,399
| +13% | +$107K | 0.48% | 57 |
|
|
2018
Q2 | $785K | Buy |
10,667
+1,469
| +16% | +$108K | 0.46% | 57 |
|
|
2018
Q1 | $636K | Sell |
9,198
-2
| -0% | -$138 | 0.38% | 63 |
|
|
2017
Q4 | $666K | Sell |
9,200
-2,106
| -19% | -$152K | 0.35% | 66 |
|
|
2017
Q3 | $771K | Buy |
11,306
+3,764
| +50% | +$257K | 0.42% | 61 |
|
|
2017
Q2 | $482K | Buy |
7,542
+931
| +14% | +$59.5K | 0.29% | 72 |
|
|
2017
Q1 | $416K | Buy |
6,611
+564
| +9% | +$35.5K | 0.25% | 86 |
|
|
2016
Q4 | $374K | Buy |
6,047
+4,762
| +371% | +$295K | 0.24% | 85 |
|
|
2016
Q3 | $73K | Buy |
+1,285
| New | +$73K | 0.05% | 139 |
|