Exchange Capital Management, Inc.: SCHW position timeline

Exchange Capital Management, Inc. held 7,365 SCHW shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 7,365 shares

   Change vs previous 13F +625 shares

   0.1% of the 13F portfolio, value $671,983.

   13F-HR 0001104659-25-069257 filed by Exchange Capital Management, Inc.
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 6,740 shares

   Change vs previous 13F +1,717 shares

   0.09% of the 13F portfolio, value $527,607.

   13F-HR 0001104659-25-043090 filed by Exchange Capital Management, Inc.
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 5,023 shares

   Change vs previous 13F +326 shares

   0.06% of the 13F portfolio, value $371,752.

   13F-HR 0001104659-25-009082 filed by Exchange Capital Management, Inc.
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 4,697 shares

   Change vs previous 13F +454 shares

   0.05% of the 13F portfolio, value $304,413.

   13F-HR 0001104659-24-113302 filed by Exchange Capital Management, Inc.
   Filed 2024-11-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 4,243 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $312,667.

   13F-HR 0001104659-24-081772 filed by Exchange Capital Management, Inc.
   Filed 2024-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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