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Disclosery

Exchange Capital Management, Inc.: SCHZ position timeline

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

Exchange Capital Management, Inc. held 0 SCHZ 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 0 shares
    Change vs previous 13F -9,058 shares

    13F-HR 0001104659-25-069257 filed by Exchange Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 9,058 shares
    Change vs previous 13F -10,874 shares

    0.03% of the 13F portfolio, value $209,783.

    13F-HR 0001104659-25-043090 filed by Exchange 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 ended2024-12-31
    13F 19,932 shares
    Change vs previous 13F -6,073 shares

    0.07% of the 13F portfolio, value $452,456.

    13F-HR 0001104659-25-009082 filed by Exchange 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 ended2024-09-30
    13F 26,005 shares
    Change vs previous 13F -1,025 shares

    0.2% of the 13F portfolio, value $1,235,758.

    13F-HR 0001104659-24-113302 filed by Exchange 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 ended2024-06-30
    13F 27,030 shares
    Change vs previous 13F -1,665 shares

    0.2% of the 13F portfolio, value $1,232,027.

    13F-HR 0001104659-24-081772 filed by Exchange 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 ended2024-03-31
    13F 28,695 shares
    Change vs previous 13F -475 shares

    0.21% of the 13F portfolio, value $1,319,970.

    13F-HR 0001104659-24-048870 filed by Exchange 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 ended2023-12-31
    13F 29,170 shares
    Change vs previous 13F -1,456 shares

    0.24% of the 13F portfolio, value $1,359,905.

    13F-HR 0001104659-24-012024 filed by Exchange Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 30,626 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,354,588.

    13F-HR 0001104659-23-112530 filed by Exchange Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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