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Liberty Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Liberty Capital Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.6M Buy
+608,084
New +$17M 3.03% 5
2025
Q4 		$11.7M Buy
445,949
+19,898
+5% +$518K 2.18% 9
2025
Q3 		$11M Buy
426,051
+9,704
+2% +$240K 2.06% 10
2025
Q2 		$9.92M Buy
416,347
+8,381
+2% +$185K 2% 11
2025
Q1 		$8.78M Buy
407,966
+30,058
+8% +$684K 1.96% 13
2024
Q4 		$8.58M Sell
377,908
-9,911
-3% -$226K 1.9% 14
2024
Q3 		$8.6M Sell
387,819
-570
-0.1% -$12.2K 1.9% 16
2024
Q2 		$8.14M Buy
388,389
+46,278
+14% +$938K 1.93% 13
2024
Q1 		$6.96M Sell
342,111
-27,420
-7% -$531K 1.72% 15
2023
Q4 		$6.86M Buy
369,531
+22,572
+7% +$390K 1.8% 16
2023
Q3 		$5.77M Buy
346,959
+46,320
+15% +$802K 1.7% 17
2023
Q2 		$5.18M Buy
300,639
+4,005
+1% +$65.3K 1.55% 20
2023
Q1 		$4.73M Buy
296,634
+20,892
+8% +$327K 1.56% 20
2022
Q4 		$4.12M Buy
275,742
+9,330
+4% +$140K 1.43% 21
2022
Q3 		$3.73M Buy
266,412
+2,865
+1% +$44.6K 1.4% 21
2022
Q2 		$3.88M Sell
263,547
-71,340
-21% -$1.15M 1.38% 23
2022
Q1 		$5.96M Sell
334,887
-50,961
-13% -$895K 1.74% 15
2021
Q4 		$7.27M Buy
385,848
+7,062
+2% +$130K 1.96% 15
2021
Q3 		$6.56M Buy
378,786
+3,414
+0.9% +$60.7K 1.93% 14
2021
Q2 		$6.52M Buy
375,372
+101,832
+37% +$1.72M 1.98% 13
2021
Q1 		$4.41M Sell
273,540
-6,606
-2% -$104K 1.52% 23
2020
Q4 		$4.25M Buy
+280,146
New +$3.99M 1.54% 20
2020
Q2 		$3.46M Buy
282,708
+2,994
+1% +$34.5K 1.5% 20
2020
Q1 		$2.82M Sell
279,714
-104,730
-27% -$1.27M 1.47% 24
2019
Q4 		$4.93M Buy
384,444
+6,672
+2% +$81.9K 2.03% 13
2019
Q3 		$4.47M Buy
377,772
+75,930
+25% +$897K 1.97% 17
2019
Q2 		$3.55M Buy
301,842
+182,790
+154% +$2.11M 1.59% 22
2019
Q1 		$1.35M Buy
119,052
+9,678
+9% +$106K 0.68% 48
2018
Q4 		$1.09M Sell
109,374
-17,796
-14% -$192K 0.67% 46
2018
Q3 		$1.49M Buy
127,170
+18,072
+17% +$208K 0.78% 45
2018
Q2 		$1.2M Buy
109,098
+12,234
+13% +$134K 0.7% 46
2018
Q1 		$1.03M Sell
96,864
-870
-0.9% -$9.56K 0.62% 48
2017
Q4 		$1.09M Sell
97,734
-8,418
-8% -$88.3K 0.58% 48
2017
Q3 		$1.1M Buy
106,152
+81,108
+324% +$805K 0.6% 50
2017
Q2 		$245K Buy
+25,044
New +$242K 0.15% 101

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $983M AUM 34.23% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
EA
Evergreen Advisors Chattanooga, Tennessee $469M AUM

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

Liberty Capital Management opened a new position in Schwab US Broad Market ETF (SCHB) in Q2 2026: 608,084 shares worth $17.6M. The stake represents 3.03% of the portfolio and ranks #5 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in SCHB as recently as Q4 2025.

Liberty Capital Management first reported a position in SCHB in Q2 2017 and has held it in 35 quarters since. 971 funds tracked by Wall St. Rank hold SCHB as of Q2 2026.

  • Liberty Capital Management held 608,084 shares of Schwab US Broad Market ETF worth $17.6M as of Q2 2026.
  • Schwab US Broad Market ETF was a new Liberty Capital Management position in Q2 2026.
  • Schwab US Broad Market ETF made up 3.03% of Liberty Capital Management's portfolio in Q2 2026, its #5 holding.
  • Liberty Capital Management first reported a position in Schwab US Broad Market ETF in Q2 2017 and has held it in 35 quarters since.
  • 971 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2026.

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