LCM
Liberty Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.92M | Buy |
416,347
+8,381
| +2% | +$200K | 2% | 11 |
|
|
2025
Q1 | $8.78M | Buy |
407,966
+30,058
| +8% | +$647K | 1.96% | 13 |
|
|
2024
Q4 | $8.58M | Buy |
377,908
+248,635
| +192% | +$5.64M | 1.9% | 14 |
|
|
2024
Q3 | $8.6M | Sell |
129,273
-190
| -0.1% | -$12.6K | 1.9% | 16 |
|
|
2024
Q2 | $8.14M | Buy |
129,463
+15,426
| +14% | +$970K | 1.93% | 13 |
|
|
2024
Q1 | $6.96M | Sell |
114,037
-9,140
| -7% | -$558K | 1.72% | 15 |
|
|
2023
Q4 | $6.86M | Buy |
123,177
+7,524
| +7% | +$419K | 1.8% | 16 |
|
|
2023
Q3 | $5.77M | Buy |
115,653
+15,440
| +15% | +$770K | 1.7% | 17 |
|
|
2023
Q2 | $5.18M | Buy |
100,213
+1,335
| +1% | +$69K | 1.55% | 20 |
|
|
2023
Q1 | $4.73M | Buy |
98,878
+6,964
| +8% | +$333K | 1.56% | 20 |
|
|
2022
Q4 | $4.12M | Buy |
91,914
+3,110
| +4% | +$139K | 1.43% | 21 |
|
|
2022
Q3 | $3.73M | Buy |
88,804
+955
| +1% | +$40.1K | 1.4% | 21 |
|
|
2022
Q2 | $3.88M | Sell |
87,849
-23,780
| -21% | -$1.05M | 1.38% | 23 |
|
|
2022
Q1 | $5.96M | Buy |
111,629
+47,321
| +74% | +$2.53M | 1.74% | 15 |
|
|
2021
Q4 | $7.27M | Buy |
64,308
+1,177
| +2% | +$133K | 1.96% | 15 |
|
|
2021
Q3 | $6.56M | Buy |
63,131
+569
| +0.9% | +$59.1K | 1.93% | 14 |
|
|
2021
Q2 | $6.52M | Buy |
62,562
+16,972
| +37% | +$1.77M | 1.98% | 13 |
|
|
2021
Q1 | $4.41M | Sell |
45,590
-1,101
| -2% | -$106K | 1.52% | 23 |
|
|
2020
Q4 | $4.25M | Buy |
+46,691
| New | +$4.25M | 1.54% | 20 |
|
|
2020
Q2 | $3.46M | Buy |
47,118
+499
| +1% | +$36.7K | 1.5% | 20 |
|
|
2020
Q1 | $2.82M | Sell |
46,619
-17,455
| -27% | -$1.05M | 1.47% | 24 |
|
|
2019
Q4 | $4.93M | Buy |
64,074
+1,112
| +2% | +$85.5K | 2.03% | 13 |
|
|
2019
Q3 | $4.47M | Buy |
62,962
+12,655
| +25% | +$899K | 1.97% | 17 |
|
|
2019
Q2 | $3.55M | Buy |
50,307
+30,465
| +154% | +$2.15M | 1.59% | 22 |
|
|
2019
Q1 | $1.35M | Buy |
19,842
+1,613
| +9% | +$110K | 0.68% | 48 |
|
|
2018
Q4 | $1.09M | Sell |
18,229
-2,966
| -14% | -$178K | 0.67% | 46 |
|
|
2018
Q3 | $1.49M | Buy |
21,195
+3,012
| +17% | +$212K | 0.78% | 45 |
|
|
2018
Q2 | $1.2M | Buy |
18,183
+2,039
| +13% | +$135K | 0.7% | 46 |
|
|
2018
Q1 | $1.03M | Sell |
16,144
-145
| -0.9% | -$9.25K | 0.62% | 48 |
|
|
2017
Q4 | $1.09M | Sell |
16,289
-1,403
| -8% | -$94.2K | 0.58% | 48 |
|
|
2017
Q3 | $1.1M | Buy |
17,692
+13,518
| +324% | +$841K | 0.6% | 50 |
|
|
2017
Q2 | $245K | Buy |
+4,174
| New | +$245K | 0.15% | 101 |
|