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Liberty Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History

Liberty Capital Management’s Portfolio SCHZ Stock Details SCHZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$748K Buy
+32,322
New +$748K 0.13% 104
2025
Q4 		$541K Sell
23,130
-20
-0.1% -$470 0.1% 113
2025
Q3 		$543K Sell
23,150
-1,916
-8% -$44.5K 0.1% 111
2025
Q2 		$583K Sell
25,066
-636
-2% -$14.6K 0.12% 108
2025
Q1 		$595K Buy
25,702
+1,168
+5% +$26.8K 0.13% 102
2024
Q4 		$557K Sell
24,534
-710
-3% -$16.4K 0.12% 108
2024
Q3 		$600K Buy
25,244
+104
+0.4% +$2.44K 0.13% 101
2024
Q2 		$573K Sell
25,140
-14,090
-36% -$319K 0.14% 103
2024
Q1 		$902K Sell
39,230
-5,196
-12% -$119K 0.22% 84
2023
Q4 		$1.04M Sell
44,426
-8,088
-15% -$181K 0.27% 79
2023
Q3 		$1.16M Buy
52,514
+2,164
+4% +$49K 0.34% 74
2023
Q2 		$1.16M Sell
50,350
-208
-0.4% -$4.84K 0.35% 73
2023
Q1 		$1.19M Buy
50,558
+14,628
+41% +$340K 0.39% 68
2022
Q4 		$820K Buy
35,930
+3,496
+11% +$79.6K 0.28% 78
2022
Q3 		$735K Buy
32,434
+8,974
+38% +$214K 0.28% 78
2022
Q2 		$562K Buy
23,460
+13,456
+135% +$326K 0.2% 88
2022
Q1 		$253K Sell
10,004
-1,680
-14% -$43.6K 0.07% 123
2021
Q4 		$315K Sell
11,684
-15,632
-57% -$423K 0.09% 115
2021
Q3 		$741K Sell
27,316
-460
-2% -$12.6K 0.22% 85
2021
Q2 		$758K Sell
27,776
-6
-0% -$163 0.23% 83
2021
Q1 		$749K Sell
27,782
-602
-2% -$16.5K 0.26% 79
2020
Q4 		$795K Buy
+28,384
New +$794K 0.29% 76
2020
Q2 		$824K Buy
29,298
+200
+0.7% +$5.57K 0.36% 65
2020
Q1 		$790K Sell
29,098
-450
-2% -$12.2K 0.41% 63
2019
Q4 		$789K Buy
29,548
+154
+0.5% +$4.13K 0.32% 68
2019
Q3 		$791K Buy
29,394
+642
+2% +$17.2K 0.35% 68
2019
Q2 		$762K Buy
28,752
+17,442
+154% +$454K 0.34% 68
2019
Q1 		$293K Sell
11,310
-122
-1% -$3.11K 0.15% 97
2018
Q4 		$289K Sell
11,432
-534
-4% -$13.3K 0.18% 88
2018
Q3 		$301K Buy
11,966
+40
+0.3% +$1.01K 0.16% 89
2018
Q2 		$302K Buy
11,926
+664
+6% +$16.8K 0.18% 89
2018
Q1 		$287K Buy
11,262
+3,744
+50% +$95.7K 0.17% 91
2017
Q4 		$195K Sell
7,518
-8,066
-52% -$210K 0.1% 118
2017
Q3 		$407K Buy
15,584
+9,350
+150% +$245K 0.22% 93
2017
Q2 		$162K Buy
+6,234
New +$163K 0.1% 121

Other funds holding SCHZ

APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FLA
Financial Life Advisors San Antonio, Texas $352M AUM 15.76% 1-Year Est. Return

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

Liberty Capital Management opened a new position in Schwab US Aggregate Bond ETF (SCHZ) in Q2 2026: 32,322 shares worth $748K. The stake represents 0.13% of the portfolio and ranks #104 among its holdings. This is a return to the name: Liberty Capital Management previously reported a position in SCHZ as recently as Q4 2025.

Liberty Capital Management first reported a position in SCHZ in Q2 2017 and has held it in 35 quarters since. The position peaked at $1.19M in Q1 2023. 460 funds tracked by Wall St. Rank hold SCHZ as of Q2 2026.

  • Liberty Capital Management held 32,322 shares of Schwab US Aggregate Bond ETF worth $748K as of Q2 2026.
  • Schwab US Aggregate Bond ETF was a new Liberty Capital Management position in Q2 2026.
  • Schwab US Aggregate Bond ETF made up 0.13% of Liberty Capital Management's portfolio in Q2 2026, its #104 holding.
  • Liberty Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q2 2017 and has held it in 35 quarters since.
  • Liberty Capital Management's Schwab US Aggregate Bond ETF position peaked at $1.19M in Q1 2023.
  • 460 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2026.

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