Liberty Capital Management’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Liberty Capital Management’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$549K	Buy	+14,900	New	+$513K	0.09%	117
2025 Q4	$448K	Hold	14,900	–	–	0.08%	122
2025 Q3	$442K	Hold	14,900	–	–	0.08%	120
2025 Q2	$418K	Hold	14,900	–	–	0.08%	118
2025 Q1	$390K	Buy	14,900 +6,231	+72%	+$174K	0.09%	119
2024 Q4	$240K	Buy	8,669 +269	+3%	+$7.67K	0.05%	148
2024 Q3	$233K	Hold	8,400	–	–	0.05%	148
2024 Q2	$218K	Hold	8,400	–	–	0.05%	147
2024 Q1	$228K	Hold	8,400	–	–	0.06%	146
2023 Q4	$211K	Buy	+8,400	New	+$192K	0.06%	150
2017 Q4	–	Sell	-7,500	Closed	-$128K	–	269
2017 Q3	$128K	Buy	+7,500	New	+$122K	0.07%	138

Other funds holding SCHM

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return

AWMS

Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

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

Liberty Capital Management opened a new position in Schwab US Mid-Cap ETF (SCHM) in Q2 2026: 14,900 shares worth $549K. The stake represents 0.09% of the portfolio and ranks #117 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in SCHM as recently as Q4 2025.

Liberty Capital Management first reported a position in SCHM in Q3 2017 and has held it in 11 quarters since. 749 funds tracked by Wall St. Rank hold SCHM as of Q2 2026.

Liberty Capital Management held 14,900 shares of Schwab US Mid-Cap ETF worth $549K as of Q2 2026.
Schwab US Mid-Cap ETF was a new Liberty Capital Management position in Q2 2026.
Schwab US Mid-Cap ETF made up 0.09% of Liberty Capital Management's portfolio in Q2 2026, its #117 holding.
Liberty Capital Management first reported a position in Schwab US Mid-Cap ETF in Q3 2017 and has held it in 11 quarters since.
749 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q2 2026.

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