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Liberty Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Liberty Capital Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.34M Buy
+168,419
New +$5.34M 0.92% 37
2025
Q4 		$3.7M Buy
134,833
+14,286
+12% +$388K 0.69% 43
2025
Q3 		$3.29M Buy
120,547
+2,388
+2% +$65.1K 0.62% 46
2025
Q2 		$3.13M Buy
118,159
+23,000
+24% +$601K 0.63% 46
2025
Q1 		$2.66M Buy
95,159
+21,273
+29% +$593K 0.59% 49
2024
Q4 		$2.02M Sell
73,886
-397
-0.5% -$11.3K 0.45% 60
2024
Q3 		$2.09M Buy
74,283
+879
+1% +$23.9K 0.46% 60
2024
Q2 		$1.9M Buy
73,404
+2,055
+3% +$53.5K 0.45% 61
2024
Q1 		$1.92M Buy
71,349
+3,420
+5% +$88.4K 0.47% 58
2023
Q4 		$1.72M Sell
67,929
-570
-0.8% -$13.6K 0.45% 61
2023
Q3 		$1.62M Buy
68,499
+1,605
+2% +$39.4K 0.48% 57
2023
Q2 		$1.62M Sell
66,894
-22,683
-25% -$542K 0.49% 55
2023
Q1 		$2.18M Buy
89,577
+10,755
+14% +$269K 0.72% 46
2022
Q4 		$1.98M Buy
78,822
+8,379
+12% +$207K 0.69% 47
2022
Q3 		$1.56M Buy
70,443
+9,492
+16% +$231K 0.58% 49
2022
Q2 		$1.46M Buy
60,951
+1,350
+2% +$34.3K 0.52% 55
2022
Q1 		$1.57M Sell
59,601
-909
-2% -$23.8K 0.46% 57
2021
Q4 		$1.63M Sell
60,510
-1,725
-3% -$44.8K 0.44% 56
2021
Q3 		$1.54M Sell
62,235
-480
-0.8% -$12.2K 0.45% 57
2021
Q2 		$1.58M Hold
62,715
– – 0.48% 58
2021
Q1 		$1.52M Sell
62,715
-17,700
-22% -$403K 0.53% 54
2020
Q4 		$1.72M Buy
+80,415
New +$1.63M 0.62% 47
2020
Q2 		$1.35M Buy
78,129
+90
+0.1% +$1.52K 0.58% 47
2020
Q1 		$1.17M Buy
78,039
+17,100
+28% +$307K 0.61% 47
2019
Q4 		$1.18M Buy
60,939
+1,083
+2% +$20.3K 0.48% 58
2019
Q3 		$1.09M Hold
59,856
– – 0.48% 57
2019
Q2 		$1.06M Hold
59,856
– – 0.48% 58
2019
Q1 		$1.04M Hold
59,856
– – 0.53% 52
2018
Q4 		$937K Sell
59,856
-228
-0.4% -$3.8K 0.58% 49
2018
Q3 		$1.06M Sell
60,084
-867
-1% -$15K 0.55% 52
2018
Q2 		$1M Hold
60,951
– – 0.59% 52
2018
Q1 		$996K Sell
60,951
-1,500
-2% -$25.6K 0.6% 49
2017
Q4 		$1.1M Sell
62,451
-8,544
-12% -$140K 0.58% 47
2017
Q3 		$1.15M Buy
70,995
+8,100
+13% +$124K 0.63% 49
2017
Q2 		$943K Buy
62,895
+7,080
+13% +$106K 0.57% 51
2017
Q1 		$829K Buy
55,815
+1,467
+3% +$21.6K 0.5% 60
2016
Q4 		$789K Buy
54,348
+34,602
+175% +$491K 0.51% 60
2016
Q3 		$275K Buy
+19,746
New +$279K 0.18% 95

Other funds holding SCHD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
KFP
Keystone Financial Planning Cleveland, Ohio $388M AUM 16.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Liberty Capital Management opened a new position in Schwab US Dividend Equity ETF (SCHD) in Q2 2026: 168,419 shares worth $5.34M. The stake represents 0.92% of the portfolio and ranks #37 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in SCHD as recently as Q4 2025.

Liberty Capital Management first reported a position in SCHD in Q3 2016 and has held it in 38 quarters since. 1,503 funds tracked by Wall St. Rank hold SCHD as of Q2 2026.

  • Liberty Capital Management held 168,419 shares of Schwab US Dividend Equity ETF worth $5.34M as of Q2 2026.
  • Schwab US Dividend Equity ETF was a new Liberty Capital Management position in Q2 2026.
  • Schwab US Dividend Equity ETF made up 0.92% of Liberty Capital Management's portfolio in Q2 2026, its #37 holding.
  • Liberty Capital Management first reported a position in Schwab US Dividend Equity ETF in Q3 2016 and has held it in 38 quarters since.
  • 1,503 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2026.

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