Schwab U S Small Cap ETF shares owned by Liberty Capital Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Liberty Capital Management
from 13F filings
Historical chart of Liberty Capital Management investment in Schwab U S Small Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Schwab U S Small Cap ETF held by Liberty Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab U S Small Cap ETF by Liberty Capital Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.9M | 56k | 51.50 |
2024-06-30 | $2.2M | 46k | 47.45 |
2024-03-31 | $2.2M | 44k | 49.24 |
2023-12-31 | $1.8M | 39k | 47.24 |
2023-09-30 | $1.4M | 35k | 41.42 |
2023-06-30 | $1.5M | 34k | 43.80 |
2023-03-31 | $1.3M | 32k | 41.93 |
2022-12-31 | $1.3M | 32k | 40.51 |
2022-09-30 | $1.0M | 27k | 37.80 |
2022-06-30 | $1.0M | 27k | 38.97 |
2022-03-31 | $1.1M | 24k | 47.35 |
2021-12-31 | $1.2M | 12k | 102.43 |
2021-09-30 | $1.2M | 12k | 100.12 |
2021-06-30 | $1.2M | 12k | 104.18 |
2021-03-31 | $1.2M | 12k | 99.67 |
2020-12-31 | $1.0M | 12k | 88.99 |
2020-06-30 | $709k | 11k | 65.31 |
2020-03-31 | $532k | 10k | 51.48 |
2019-12-31 | $778k | 10k | 75.67 |
2019-09-30 | $700k | 10k | 69.76 |
2019-06-30 | $721k | 10k | 71.49 |
2019-03-31 | $701k | 10k | 69.93 |
2018-12-31 | $606k | 10k | 60.64 |
2018-09-30 | $919k | 12k | 76.16 |
2018-06-30 | $785k | 11k | 73.59 |
2018-03-31 | $636k | 9.2k | 69.15 |
2017-12-31 | $666k | 9.2k | 72.39 |
2017-09-30 | $771k | 11k | 68.19 |
2017-06-30 | $482k | 7.5k | 63.91 |
2017-03-31 | $416k | 6.6k | 62.93 |
2016-12-31 | $374k | 6.0k | 61.85 |
2016-09-30 | $73k | 1.3k | 56.81 |
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