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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-20,091	Closed	-$302K	–	144
2022 Q4	$302K	Buy	+20,091	New	+$304K	0.1%	114
2018 Q1	–	Sell	-1,320	Closed	-$15K	–	218
2017 Q4	$15K	Hold	1,320	–	–	0.01%	233
2017 Q3	$14K	Hold	1,320	–	–	0.01%	244
2017 Q2	$13K	Hold	1,320	–	–	0.01%	230
2017 Q1	$12K	Hold	1,320	–	–	0.01%	219
2016 Q4	$12K	Hold	1,320	–	–	0.01%	214
2016 Q3	$11K	Buy	+1,320	New	+$11.3K	0.01%	214

Other funds holding SCHX

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Liberty Capital Management's SCHX Position: Q1 2023 in Review

Liberty Capital Management sold out of Schwab US Large- Cap ETF (SCHX) in Q1 2023, closing a stake of 20,091 shares — an estimated $302K sold.

Liberty Capital Management first reported a position in SCHX in Q3 2016 and held it in 7 quarters. The position peaked at $302K in Q4 2022. 1,039 funds tracked by Wall St. Rank hold SCHX as of Q1 2023.

Liberty Capital Management reported no remaining Schwab US Large- Cap ETF position as of Q1 2023 after selling out during the quarter.
Liberty Capital Management sold 20,091 Schwab US Large- Cap ETF shares in Q1 2023, an estimated $302K.
Liberty Capital Management first reported a position in Schwab US Large- Cap ETF in Q3 2016 and held it in 7 quarters.
Liberty Capital Management's Schwab US Large- Cap ETF position peaked at $302K in Q4 2022.
1,039 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2023.

Based on Liberty Capital Management's 13F filing for Q1 2023, filed 11 Apr 2023.