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Liberty Capital Management, Inc.: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Liberty Capital Management, Inc. on SCHB, newest first. How the timeline and the estimate are built.

Liberty Capital Management, Inc. held 608,084 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 608,084 shares
    Change vs previous 13F +162,135 shares

    3.03% of the 13F portfolio, value $17,610,115.

    13F-HR 0001366838-26-000008 filed by Liberty Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 445,949 shares
    Change vs previous 13F +19,898 shares

    2.18% of the 13F portfolio, value $11,697,246.

    13F-HR 0001366838-26-000002 filed by Liberty Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 426,051 shares
    Change vs previous 13F +9,704 shares

    2.06% of the 13F portfolio, value $10,953,773.

    13F-HR 0001366838-25-000003 filed by Liberty Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 416,347 shares
    Change vs previous 13F +8,381 shares

    2% of the 13F portfolio, value $9,921,550.

    13F-HR 0001085146-25-003967 filed by Liberty Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 407,966 shares
    Change vs previous 13F +30,058 shares

    1.96% of the 13F portfolio, value $8,783,508.

    13F-HR 0001085146-25-002121 filed by Liberty Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 377,908 shares
    Change vs previous 13F +248,635 shares

    1.9% of the 13F portfolio, value $8,578,512.

    13F-HR 0001085146-25-000565 filed by Liberty Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 129,273 shares
    Change vs previous 13F not available

    1.9% of the 13F portfolio, value $8,599,240.

    13F-HR 0001085146-24-005043 filed by Liberty Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).