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Disclosery

Liberty Capital Management, Inc.: SCHZ position timeline

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

Liberty Capital Management, Inc. held 32,322 SCHZ 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 32,322 shares
    Change vs previous 13F +9,192 shares

    0.13% of the 13F portfolio, value $747,607.

    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 23,130 shares
    Change vs previous 13F -20 shares

    0.1% of the 13F portfolio, value $540,547.

    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 23,150 shares
    Change vs previous 13F -1,916 shares

    0.1% of the 13F portfolio, value $543,330.

    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 25,066 shares
    Change vs previous 13F -636 shares

    0.12% of the 13F portfolio, value $582,533.

    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 25,702 shares
    Change vs previous 13F +1,168 shares

    0.13% of the 13F portfolio, value $595,257.

    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 24,534 shares
    Change vs previous 13F +11,912 shares

    0.12% of the 13F portfolio, value $556,921.

    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 12,622 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $599,795.

    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).