Schwab U S Broad Market ETF shares owned by Liberty Capital Management
Quarter-by-quarter ownership of Schwab U S Broad Market ETF (SCHB) shares owned by Liberty Capital Management
from 13F filings
Historical chart of Liberty Capital Management investment in Schwab U S Broad Market ETF
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Quarterly reported holdings in Schwab U S Broad Market ETF by Liberty Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.0M | 114k | 61.05 |
| 2023-12-31 | $6.9M | 123k | 55.67 |
| 2023-09-30 | $5.8M | 116k | 49.85 |
| 2023-06-30 | $5.2M | 100k | 51.70 |
| 2023-03-31 | $4.7M | 99k | 47.85 |
| 2022-12-31 | $4.1M | 92k | 44.81 |
| 2022-09-30 | $21M | 495k | 41.99 |
| 2022-06-30 | $3.9M | 88k | 44.19 |
| 2022-03-31 | $6.0M | 112k | 53.39 |
| 2021-12-31 | $7.3M | 64k | 113.00 |
| 2021-09-30 | $6.6M | 63k | 103.86 |
| 2021-06-30 | $6.5M | 63k | 104.26 |
| 2021-03-31 | $4.4M | 46k | 96.71 |
| 2020-12-31 | $4.2M | 47k | 90.98 |
| 2020-06-30 | $3.5M | 47k | 73.48 |
| 2020-03-31 | $2.8M | 47k | 60.43 |
| 2019-12-31 | $4.9M | 64k | 76.88 |
| 2019-09-30 | $4.5M | 63k | 71.03 |
| 2019-06-30 | $3.5M | 50k | 70.53 |
| 2019-03-31 | $1.4M | 20k | 68.04 |
| 2018-12-31 | $1.1M | 18k | 59.90 |
| 2018-09-30 | $1.5M | 21k | 70.39 |
| 2018-06-30 | $1.2M | 18k | 66.00 |
| 2018-03-31 | $1.0M | 16k | 63.80 |
| 2017-12-31 | $1.1M | 16k | 67.16 |
| 2017-09-30 | $1.1M | 18k | 62.23 |
| 2017-06-30 | $245k | 4.2k | 58.70 |
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