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Liberty Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Liberty Capital Management’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.96M Buy
+235,164
New +$7.79M 1.37% 24
2025
Q4 		$7.49M Buy
229,546
+3,279
+1% +$107K 1.39% 24
2025
Q3 		$7.22M Buy
226,267
+5,629
+3% +$172K 1.36% 22
2025
Q2 		$6.44M Buy
220,638
+9,454
+4% +$250K 1.3% 24
2025
Q1 		$5.29M Buy
211,184
+52,445
+33% +$1.44M 1.18% 28
2024
Q4 		$4.42M Sell
158,739
-21,513
-12% -$588K 0.98% 36
2024
Q3 		$4.69M Buy
180,252
+2,912
+2% +$73.3K 1.04% 32
2024
Q2 		$4.47M Buy
177,340
+5,252
+3% +$124K 1.06% 30
2024
Q1 		$3.99M Buy
172,088
+13,108
+8% +$290K 0.98% 35
2023
Q4 		$3.3M Buy
158,980
+25,480
+19% +$493K 0.87% 39
2023
Q3 		$2.43M Buy
133,500
+10,052
+8% +$189K 0.72% 44
2023
Q2 		$2.31M Buy
123,448
+1,380
+1% +$23.7K 0.69% 46
2023
Q1 		$1.99M Buy
122,068
+460
+0.4% +$6.98K 0.65% 50
2022
Q4 		$1.69M Buy
121,608
+1,348
+1% +$19.4K 0.59% 51
2022
Q3 		$1.68M Buy
120,260
+5,772
+5% +$90.4K 0.63% 47
2022
Q2 		$1.66M Buy
114,488
+3,520
+3% +$56.3K 0.59% 51
2022
Q1 		$2.08M Sell
110,968
-1,672
-1% -$30.5K 0.61% 50
2021
Q4 		$2.31M Buy
112,640
+600
+0.5% +$12K 0.62% 48
2021
Q3 		$2.07M Buy
112,040
+2,944
+3% +$56.1K 0.61% 53
2021
Q2 		$1.99M Buy
109,096
+1,128
+1% +$19.5K 0.61% 52
2021
Q1 		$1.75M Buy
107,968
+4,192
+4% +$68.2K 0.6% 48
2020
Q4 		$1.67M Buy
+103,776
New +$1.57M 0.6% 50
2020
Q2 		$1.31M Buy
103,456
+2,600
+3% +$30.3K 0.57% 48
2020
Q1 		$1M Buy
100,856
+2,584
+3% +$29.5K 0.52% 51
2019
Q4 		$1.14M Buy
98,272
+1,816
+2% +$20K 0.47% 60
2019
Q3 		$1.01M Buy
96,456
+272
+0.3% +$2.87K 0.45% 58
2019
Q2 		$1M Sell
96,184
-696
-0.7% -$7.08K 0.45% 61
2019
Q1 		$962K Buy
96,880
+392
+0.4% +$3.71K 0.48% 56
2018
Q4 		$831K Sell
96,488
-12,184
-11% -$113K 0.51% 55
2018
Q3 		$1.11M Buy
108,672
+11,496
+12% +$115K 0.58% 51
2018
Q2 		$920K Buy
97,176
+8,896
+10% +$82.8K 0.54% 53
2018
Q1 		$791K Buy
88,280
+1,824
+2% +$16.8K 0.48% 55
2017
Q4 		$805K Buy
86,456
+9,176
+12% +$78.9K 0.43% 58
2017
Q3 		$651K Buy
77,280
+8,760
+13% +$71K 0.36% 68
2017
Q2 		$543K Buy
68,520
+9,416
+16% +$73.4K 0.33% 64
2017
Q1 		$447K Buy
59,104
+13,000
+28% +$96.1K 0.27% 82
2016
Q4 		$332K Buy
46,104
+29,608
+179% +$205K 0.22% 89
2016
Q3 		$114K Buy
+16,496
New +$113K 0.07% 123

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

Liberty Capital Management opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2026: 235,164 shares worth $7.96M. The stake represents 1.37% of the portfolio and ranks #24 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in SCHG as recently as Q4 2025.

Liberty Capital Management first reported a position in SCHG in Q3 2016 and has held it in 38 quarters since. 1,186 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Liberty Capital Management held 235,164 shares of Schwab US Large-Cap Growth ETF worth $7.96M as of Q2 2026.
  • Schwab US Large-Cap Growth ETF was a new Liberty Capital Management position in Q2 2026.
  • Schwab US Large-Cap Growth ETF made up 1.37% of Liberty Capital Management's portfolio in Q2 2026, its #24 holding.
  • Liberty Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2016 and has held it in 38 quarters since.
  • 1,186 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

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