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
2025 Q3	$442K	Hold
2025 Q2	$418K	Hold
2025 Q1	$390K	Buy
2024 Q4	$240K	Buy
2024 Q3	$233K	Hold
2024 Q2	$218K	Hold
2024 Q1	$228K	Hold
2023 Q4	$211K	Buy
2017 Q4	–	Sell
2017 Q3	$128K	Buy