Schwab Strategic Tr us aggregate b shares owned by Liberty Capital Management
Quarter-by-quarter ownership of Schwab Strategic Tr us aggregate b (SCHZ) shares owned by Liberty Capital Management
from 13F filings
Historical chart of Liberty Capital Management investment in Schwab Strategic Tr us aggregate b
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Quarterly reported holdings in Schwab Strategic Tr us aggregate b by Liberty Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $543k | 23k | 23.47 |
| 2025-06-30 | $583k | 25k | 23.24 |
| 2025-03-31 | $595k | 26k | 23.16 |
| 2024-12-31 | $557k | 25k | 22.70 |
| 2024-09-30 | $600k | 13k | 47.52 |
| 2024-06-30 | $573k | 13k | 45.58 |
| 2024-03-31 | $902k | 20k | 46.00 |
| 2023-12-31 | $1.0M | 22k | 46.62 |
| 2023-09-30 | $1.2M | 26k | 44.23 |
| 2023-06-30 | $1.2M | 25k | 46.16 |
| 2023-03-31 | $1.2M | 25k | 46.91 |
| 2022-12-31 | $820k | 18k | 45.65 |
| 2022-09-30 | $735k | 16k | 45.32 |
| 2022-06-30 | $562k | 12k | 47.91 |
| 2022-03-31 | $253k | 5.0k | 50.58 |
| 2021-12-31 | $315k | 5.8k | 53.92 |
| 2021-09-30 | $741k | 14k | 54.25 |
| 2021-06-30 | $758k | 14k | 54.58 |
| 2021-03-31 | $749k | 14k | 53.92 |
| 2020-12-31 | $795k | 14k | 56.02 |
| 2020-06-30 | $824k | 15k | 56.25 |
| 2020-03-31 | $790k | 15k | 54.30 |
| 2019-12-31 | $789k | 15k | 53.40 |
| 2019-09-30 | $791k | 15k | 53.82 |
| 2019-06-30 | $762k | 14k | 53.01 |
| 2019-03-31 | $293k | 5.7k | 51.81 |
| 2018-12-31 | $289k | 5.7k | 50.56 |
| 2018-09-30 | $301k | 6.0k | 50.31 |
| 2018-06-30 | $302k | 6.0k | 50.65 |
| 2018-03-31 | $287k | 5.6k | 50.97 |
| 2017-12-31 | $195k | 3.8k | 51.88 |
| 2017-09-30 | $407k | 7.8k | 52.23 |
| 2017-06-30 | $162k | 3.1k | 51.97 |
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