SDWMA
LBRDK

Schneider Downs Wealth Management Advisors’s Liberty Broadband Class C LBRDK Stock Holding History

Schneider Downs Wealth Management Advisors’s Portfolio LBRDK Stock Details LBRDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,697
Closed -$265K – 151
2025
Q2 		$265K Sell
2,697
-9
-0.3% -$807 0.04% 125
2025
Q1 		$230K Hold
2,706
– – 0.04% 130
2024
Q4 		$202K Hold
2,706
– – 0.04% 135
2024
Q3 		$209K Buy
+2,706
New +$167K 0.04% 135
2024
Q1 		– Sell
-2,706
Closed -$218K – 141
2023
Q4 		$218K Hold
2,706
– – 0.06% 109
2023
Q3 		$247K Hold
2,706
– – 0.06% 94
2023
Q2 		$217K Hold
2,706
– – 0.05% 106
2023
Q1 		$221K Hold
2,706
– – 0.05% 105
2022
Q4 		$206K Sell
2,706
-115
-4% -$9.35K 0.05% 107
2022
Q3 		$208K Buy
2,821
+17
+0.6% +$1.81K 0.06% 124
2022
Q2 		$324K Buy
2,804
+20
+0.7% +$2.44K 0.09% 93
2022
Q1 		$377K Hold
2,784
– – 0.1% 90
2021
Q4 		$449K Sell
2,784
-15
-0.5% -$2.47K 0.11% 86
2021
Q3 		$483K Buy
2,799
+15
+0.5% +$2.7K 0.12% 80
2021
Q2 		$483K Hold
2,784
– – 0.13% 75
2021
Q1 		$418K Sell
2,784
-228
-8% -$34.5K 0.1% 78
2020
Q4 		$477K Sell
3,012
-393
-12% -$59.8K 0.13% 48
2020
Q3 		$486K Hold
3,405
– – 0.16% 47
2020
Q2 		$422K Hold
3,405
– – 0.14% 48
2020
Q1 		$377K Hold
3,405
– – 0.14% 51
2019
Q4 		$428K Hold
3,405
– – 0.13% 40
2019
Q3 		$356K Hold
3,405
– – 0.11% 39
2019
Q2 		$355K Hold
3,405
– – 0.12% 44
2019
Q1 		$312K Buy
+3,405
New +$290K 0.12% 47

Other funds holding LBRDK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $7.69B AUM 15.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's LBRDK Position: Q3 2025 in Review

Schneider Downs Wealth Management Advisors sold out of Liberty Broadband Class C (LBRDK) in Q3 2025, closing a stake of 2,697 shares — an estimated $265K sold.

Schneider Downs Wealth Management Advisors first reported a position in LBRDK in Q1 2019 and held it in 24 quarters. The position peaked at $486K in Q3 2020. 392 funds tracked by Wall St. Rank hold LBRDK as of Q3 2025.

  • Schneider Downs Wealth Management Advisors reported no remaining Liberty Broadband Class C position as of Q3 2025 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 2,697 Liberty Broadband Class C shares in Q3 2025, an estimated $265K.
  • Schneider Downs Wealth Management Advisors first reported a position in Liberty Broadband Class C in Q1 2019 and held it in 24 quarters.
  • Schneider Downs Wealth Management Advisors's Liberty Broadband Class C position peaked at $486K in Q3 2020.
  • 392 funds tracked by Wall St. Rank held Liberty Broadband Class C as of Q3 2025.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.