Liberty Capital Management, Inc. Schwab Strategic Tr Us Small C Transaction History

Liberty Capital Management, Inc.

$527 Million
Q3 2025

A detailed history of Liberty Capital Management, Inc. transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Liberty Capital Management, Inc. holds 134,127 shares of SCHA stock, worth $3.68 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares

134,127

Previous 130,351 2.9%

Holding current value

$3.68 Million

Previous $3.3 Million 13.5%

% of portfolio

0.71%

Previous 0.67%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	BUY	$25.29 - $28.33 $95,495 - $106,974	3,776 Added 2.9%	134,127 $3.74 Million
Q2 2025 Jul 18, 2025	BUY	$20.42 - $25.3 $92,502 - $114,609	4,530 Added 3.6%	130,351 $3.3 Million
Q1 2025 Apr 16, 2025	BUY	$23.16 - $27.04 $334,083 - $390,052	14,425 Added 12.95%	125,821 $2.95 Million
Q4 2024 Jan 28, 2025	BUY	$25.33 - $51.16 $1.42 Million - $2.86 Million	55,899 Added 100.72%	111,396 $2.88 Million
Q3 2024 Oct 22, 2024	BUY	$46.9 - $51.96 $464,075 - $514,144	9,895 Added 21.7%	55,497 $2.86 Million

Q2 2024 Jul 29, 2024	BUY	$45.24 - $49.04 $77,088 - $83,564	1,704 Added 3.88%	45,602 $2.16 Million
Q1 2024 Apr 11, 2024	BUY	$44.84 - $49.24 $235,410 - $258,510	5,250 Added 13.58%	43,898 $2.16 Million
Q4 2023 Jan 24, 2024	BUY	$38.13 - $48.02 $159,993 - $201,491	4,196 Added 12.18%	38,648 $1.83 Million
Q3 2023 Oct 18, 2023	BUY	$40.85 - $46.1 $30,310 - $34,206	742 Added 2.2%	34,452 $1.43 Million
Q2 2023 Jul 25, 2023	BUY	$39.91 - $43.82 $62,020 - $68,096	1,554 Added 4.83%	33,710 $1.48 Million
Q1 2023 Apr 11, 2023	BUY	$39.82 - $46.36 $238 - $278	6 Added 0.02%	32,156 $1.35 Million
Q4 2022 Jan 23, 2023	BUY	$38.25 - $43.54 $214,812 - $244,520	5,616 Added 21.17%	32,150 $0
Q3 2022 Nov 09, 2022	BUY	$37.65 - $45.9 $999,005 - $1.22 Million	26,534 New	26,534 $1 Million
Q2 2022 Jul 25, 2022	BUY	$37.88 - $48.01 $104,132 - $131,979	2,749 Added 11.45%	26,763 $1.04 Million
Q1 2022 May 04, 2022	BUY	$44.42 - $51.73 $527,665 - $614,500	11,879 Added 97.89%	24,014 $1.14 Million
Q4 2021 Feb 14, 2022	BUY	$48.64 - $55.07 $3,404 - $3,854	70 Added 0.58%	12,135 $1.24 Million
Q3 2021 Oct 22, 2021	BUY	$48.3 - $52.49 $9,225 - $10,025	191 Added 1.61%	12,065 $1.21 Million
Q2 2021 Jul 16, 2021	SELL	$48.39 - $52.91 $725 - $793	-15 Reduced 0.13%	11,874 $1.24 Million
Q1 2021 Apr 19, 2021	BUY	$43.89 - $52.63 $16,765 - $20,104	382 Added 3.32%	11,889 $1.19 Million
Q4 2020 Jan 20, 2021	BUY	$34.66 - $45.17 $22,563 - $29,405	651 Added 6.0%	11,507 $1.02 Million
Q2 2020 Jul 22, 2020	BUY	$23.59 - $35.22 $12,313 - $18,384	522 Added 5.05%	10,856 $709,000
Q1 2020 Apr 13, 2020	BUY	$22.29 - $38.7 $1,159 - $2,012	52 Added 0.51%	10,334 $532,000
Q4 2019 Jan 21, 2020	BUY	$33.63 - $38.03 $8,340 - $9,431	248 Added 2.47%	10,282 $778,000
Q3 2019 Oct 15, 2019	SELL	$34.78 - $36.12 $1,808 - $1,878	-52 Reduced 0.52%	10,034 $700,000
Q2 2019 Jul 15, 2019	BUY	N/A	61 Added 0.61%	10,086 $721,000
Q1 2019 Apr 22, 2019	BUY	N/A	32 Added 0.32%	10,025 $701,000
Q4 2018 Jan 24, 2019	SELL	N/A	-2,073 Reduced 17.18%	9,993 $606,000
Q3 2018 Oct 26, 2018	BUY	N/A	1,399 Added 13.12%	12,066 $919,000
Q2 2018 Jul 17, 2018	BUY	N/A	1,469 Added 15.97%	10,667 $785,000
Q1 2018 Apr 25, 2018	SELL	N/A	-2 Reduced 0.02%	9,198 $636,000
Q4 2017 Jan 16, 2018	SELL	N/A	-2,106 Reduced 18.63%	9,200 $666,000
Q3 2017 Oct 25, 2017	BUY	N/A	11,306	11,306 $771,000

Others Institutions Holding SCHA

# of Institutions

1,324

Shares Held

261M

Call Options Held

104K

Put Options Held

2.1K

View Full List

About SCHWAB STRATEGIC TR US SMALL-C

Ticker SCHA
Sector ETFs
Industry ETFs

More about SCHA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Liberty Capital Management, Inc. with notifications on news.

Account

Liberty Capital Management, Inc. Schwab Strategic Tr Us Small C Transaction History