Skip to content
Disclosery

Liberty Capital Management, Inc.: SCHD position timeline

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

Liberty Capital Management, Inc. held 168,419 SCHD 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 168,419 shares
    Change vs previous 13F +33,586 shares

    0.92% of the 13F portfolio, value $5,340,566.

    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 134,833 shares
    Change vs previous 13F +14,286 shares

    0.69% of the 13F portfolio, value $3,698,469.

    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 120,547 shares
    Change vs previous 13F +2,388 shares

    0.62% of the 13F portfolio, value $3,290,933.

    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 118,159 shares
    Change vs previous 13F +23,000 shares

    0.63% of the 13F portfolio, value $3,131,214.

    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 95,159 shares
    Change vs previous 13F +21,273 shares

    0.59% of the 13F portfolio, value $2,660,646.

    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 73,886 shares
    Change vs previous 13F +49,125 shares

    0.45% of the 13F portfolio, value $2,018,566.

    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 24,761 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,093,047.

    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).