LCM
Liberty Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.44M | Buy |
220,638
+9,454
| +4% | +$276K | 1.3% | 24 |
|
|
2025
Q1 | $5.29M | Buy |
211,184
+52,445
| +33% | +$1.31M | 1.18% | 28 |
|
|
2024
Q4 | $4.42M | Buy |
158,739
+113,676
| +252% | +$3.17M | 0.98% | 36 |
|
|
2024
Q3 | $4.69M | Buy |
45,063
+728
| +2% | +$75.8K | 1.04% | 32 |
|
|
2024
Q2 | $4.47M | Buy |
44,335
+1,313
| +3% | +$132K | 1.06% | 30 |
|
|
2024
Q1 | $3.99M | Buy |
43,022
+3,277
| +8% | +$304K | 0.98% | 35 |
|
|
2023
Q4 | $3.3M | Buy |
39,745
+6,370
| +19% | +$528K | 0.87% | 39 |
|
|
2023
Q3 | $2.43M | Buy |
33,375
+2,513
| +8% | +$183K | 0.72% | 44 |
|
|
2023
Q2 | $2.31M | Buy |
30,862
+345
| +1% | +$25.9K | 0.69% | 46 |
|
|
2023
Q1 | $1.99M | Buy |
30,517
+115
| +0.4% | +$7.5K | 0.65% | 50 |
|
|
2022
Q4 | $1.69M | Buy |
30,402
+337
| +1% | +$18.7K | 0.59% | 51 |
|
|
2022
Q3 | $1.68M | Buy |
30,065
+1,443
| +5% | +$80.5K | 0.63% | 47 |
|
|
2022
Q2 | $1.66M | Buy |
28,622
+880
| +3% | +$51K | 0.59% | 51 |
|
|
2022
Q1 | $2.08M | Buy |
27,742
+13,662
| +97% | +$1.02M | 0.61% | 50 |
|
|
2021
Q4 | $2.31M | Buy |
14,080
+75
| +0.5% | +$12.3K | 0.62% | 48 |
|
|
2021
Q3 | $2.07M | Buy |
14,005
+368
| +3% | +$54.5K | 0.61% | 53 |
|
|
2021
Q2 | $1.99M | Buy |
13,637
+141
| +1% | +$20.6K | 0.61% | 52 |
|
|
2021
Q1 | $1.75M | Buy |
13,496
+524
| +4% | +$68K | 0.6% | 48 |
|
|
2020
Q4 | $1.67M | Buy |
+12,972
| New | +$1.67M | 0.6% | 50 |
|
|
2020
Q2 | $1.31M | Buy |
12,932
+325
| +3% | +$33K | 0.57% | 48 |
|
|
2020
Q1 | $1M | Buy |
12,607
+323
| +3% | +$25.7K | 0.52% | 51 |
|
|
2019
Q4 | $1.14M | Buy |
12,284
+227
| +2% | +$21.1K | 0.47% | 60 |
|
|
2019
Q3 | $1.01M | Buy |
12,057
+34
| +0.3% | +$2.86K | 0.45% | 58 |
|
|
2019
Q2 | $1M | Sell |
12,023
-87
| -0.7% | -$7.24K | 0.45% | 61 |
|
|
2019
Q1 | $962K | Buy |
12,110
+49
| +0.4% | +$3.89K | 0.48% | 56 |
|
|
2018
Q4 | $831K | Sell |
12,061
-1,523
| -11% | -$105K | 0.51% | 55 |
|
|
2018
Q3 | $1.11M | Buy |
13,584
+1,437
| +12% | +$118K | 0.58% | 51 |
|
|
2018
Q2 | $920K | Buy |
12,147
+1,112
| +10% | +$84.2K | 0.54% | 53 |
|
|
2018
Q1 | $791K | Buy |
11,035
+228
| +2% | +$16.3K | 0.48% | 55 |
|
|
2017
Q4 | $805K | Buy |
10,807
+1,147
| +12% | +$85.4K | 0.43% | 58 |
|
|
2017
Q3 | $651K | Buy |
9,660
+1,095
| +13% | +$73.8K | 0.36% | 68 |
|
|
2017
Q2 | $543K | Buy |
8,565
+1,177
| +16% | +$74.6K | 0.33% | 64 |
|
|
2017
Q1 | $447K | Buy |
7,388
+1,625
| +28% | +$98.3K | 0.27% | 82 |
|
|
2016
Q4 | $332K | Buy |
5,763
+3,701
| +179% | +$213K | 0.22% | 89 |
|
|
2016
Q3 | $114K | Buy |
+2,062
| New | +$114K | 0.07% | 123 |
|