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Exchange Capital Management’s Schwab US Broad Market ETF SCHB Stock Holding History

Exchange Capital Management’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$949K Sell
39,842
-1,400
-3% -$30.8K 0.14% 130
2025
Q1 		$888K Sell
41,242
-690
-2% -$15.7K 0.14% 129
2024
Q4 		$952K Sell
41,932
-476
-1% -$10.9K 0.15% 124
2024
Q3 		$940K Sell
42,408
-6,387
-13% -$136K 0.15% 130
2024
Q2 		$1.02M Sell
48,795
-435
-0.9% -$8.81K 0.17% 124
2024
Q1 		$1M Buy
49,230
+3,483
+8% +$67.4K 0.16% 125
2023
Q4 		$849K Buy
45,747
+66
+0.1% +$1.14K 0.15% 125
2023
Q3 		$759K Sell
45,681
-1,752
-4% -$30.3K 0.14% 127
2023
Q2 		$817K Sell
47,433
-5,730
-11% -$93.4K 0.15% 122
2023
Q1 		$848K Sell
53,163
-1,350
-2% -$21.1K 0.17% 118
2022
Q4 		$814K Sell
54,513
-1,110
-2% -$16.7K 0.18% 114
2022
Q3 		$779K Sell
55,623
-1,830
-3% -$28.5K 0.18% 118
2022
Q2 		$846K Sell
57,453
-2,550
-4% -$40.9K 0.18% 118
2022
Q1 		$1.07M Sell
60,003
-4,509
-7% -$79.1K 0.2% 113
2021
Q4 		$1.22M Sell
64,512
-9,738
-13% -$179K 0.22% 106
2021
Q3 		$1.28M Sell
74,250
-6,420
-8% -$114K 0.25% 100
2021
Q2 		$1.4M Sell
80,670
-900
-1% -$15.2K 0.27% 95
2021
Q1 		$1.31M Sell
81,570
-1,320
-2% -$20.8K 0.27% 94
2020
Q4 		$1.26M Sell
82,890
-18,486
-18% -$263K 0.28% 90
2020
Q3 		$1.35M Sell
101,376
-5,100
-5% -$67.1K 0.34% 79
2020
Q2 		$1.3M Sell
106,476
-5,250
-5% -$60.5K 0.36% 75
2020
Q1 		$1.13M Sell
111,726
-2,772
-2% -$33.5K 0.37% 77
2019
Q4 		$1.47M Sell
114,498
-35,736
-24% -$438K 0.38% 74
2019
Q3 		$1.78M Buy
150,234
+27,570
+22% +$326K 0.47% 70
2019
Q2 		$1.44M Buy
122,664
+3,822
+3% +$44.1K 0.39% 76
2019
Q1 		$1.35M Buy
118,842
+1,086
+0.9% +$11.9K 0.38% 80
2018
Q4 		$1.18M Buy
117,756
+105,078
+829% +$1.14M 0.38% 81
2018
Q3 		$149K Buy
12,678
+5,742
+83% +$66.2K 0.04% 132
2018
Q2 		$76K Buy
6,936
+4,698
+210% +$51.4K 0.02% 151
2018
Q1 		$24K Sell
2,238
-23,514
-91% -$258K 0.01% 172
2017
Q4 		$277K Buy
25,752
+3,618
+16% +$37.9K 0.09% 128
2017
Q3 		$225K Buy
22,134
+19,788
+843% +$196K 0.07% 117
2017
Q2 		$23K Buy
2,346
+2,226
+1,855% +$21.5K 0.01% 156
2017
Q1 		$1K Buy
+120
New +$1.13K ﹤0.01% 212
2014
Q3 		– Sell
-1,020
Closed -$8K – 246
2014
Q2 		$8K Buy
+1,020
New +$7.87K ﹤0.01% 193

Other funds holding SCHB

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Exchange Capital Management's SCHB Position: Q2 2025 in Review

Exchange Capital Management reduced its Schwab US Broad Market ETF (SCHB) stake by 3.4% in Q2 2025, selling an estimated $30.8K and leaving 39,842 shares worth $949K. The position accounts for 0.14% of the portfolio, ranked #130.

Exchange Capital Management first reported a position in SCHB in Q2 2014 and has held it in 35 quarters since. The position peaked at $1.78M in Q3 2019. 1,212 funds tracked by Wall St. Rank hold SCHB as of Q2 2025.

  • Exchange Capital Management held 39,842 shares of Schwab US Broad Market ETF worth $949K as of Q2 2025.
  • Exchange Capital Management sold 1,400 Schwab US Broad Market ETF shares in Q2 2025, an estimated $30.8K.
  • Schwab US Broad Market ETF made up 0.14% of Exchange Capital Management's portfolio in Q2 2025, its #130 holding.
  • Exchange Capital Management first reported a position in Schwab US Broad Market ETF in Q2 2014 and has held it in 35 quarters since.
  • Exchange Capital Management's Schwab US Broad Market ETF position peaked at $1.78M in Q3 2019.
  • 1,212 funds tracked by Wall St. Rank held Schwab US Broad Market ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.