Exchange Capital Management’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,058
| Closed | -$210K | – | 210 |
|
|
2025
Q1 | $210K | Sell |
9,058
-10,874
| -55% | -$249K | 0.03% | 201 |
|
|
2024
Q4 | $452K | Sell |
19,932
-32,078
| -62% | -$741K | 0.07% | 159 |
|
|
2024
Q3 | $1.24M | Sell |
52,010
-2,050
| -4% | -$48K | 0.2% | 114 |
|
|
2024
Q2 | $1.23M | Sell |
54,060
-3,330
| -6% | -$75.5K | 0.2% | 111 |
|
|
2024
Q1 | $1.32M | Sell |
57,390
-950
| -2% | -$21.8K | 0.21% | 107 |
|
|
2023
Q4 | $1.36M | Sell |
58,340
-2,912
| -5% | -$65.1K | 0.24% | 98 |
|
|
2023
Q3 | $1.35M | Sell |
61,252
-1,170
| -2% | -$26.5K | 0.26% | 95 |
|
|
2023
Q2 | $1.44M | Sell |
62,422
-1,132
| -2% | -$26.3K | 0.27% | 94 |
|
|
2023
Q1 | $1.49M | Sell |
63,554
-4,280
| -6% | -$99.6K | 0.3% | 92 |
|
|
2022
Q4 | $1.55M | Sell |
67,834
-3,324
| -5% | -$75.7K | 0.34% | 88 |
|
|
2022
Q3 | $1.61M | Sell |
71,158
-2,046
| -3% | -$48.7K | 0.37% | 82 |
|
|
2022
Q2 | $1.75M | Sell |
73,204
-4,700
| -6% | -$114K | 0.38% | 82 |
|
|
2022
Q1 | $1.97M | Sell |
77,904
-1,870
| -2% | -$48.6K | 0.37% | 83 |
|
|
2021
Q4 | $2.15M | Sell |
79,774
-5,262
| -6% | -$142K | 0.39% | 81 |
|
|
2021
Q3 | $2.31M | Sell |
85,036
-2,522
| -3% | -$69.1K | 0.45% | 75 |
|
|
2021
Q2 | $2.39M | Sell |
87,558
-3,802
| -4% | -$103K | 0.46% | 68 |
|
|
2021
Q1 | $2.46M | Sell |
91,360
-3,196
| -3% | -$87.7K | 0.51% | 62 |
|
|
2020
Q4 | $2.65M | Sell |
94,556
-11,112
| -11% | -$311K | 0.59% | 59 |
|
|
2020
Q3 | $2.96M | Sell |
105,668
-6,466
| -6% | -$182K | 0.75% | 50 |
|
|
2020
Q2 | $3.15M | Sell |
112,134
-25,936
| -19% | -$722K | 0.87% | 44 |
|
|
2020
Q1 | $3.75M | Sell |
138,070
-23,042
| -14% | -$622K | 1.22% | 32 |
|
|
2019
Q4 | $4.3M | Sell |
161,112
-46,534
| -22% | -$1.25M | 1.11% | 35 |
|
|
2019
Q3 | $5.59M | Sell |
207,646
-20,880
| -9% | -$558K | 1.47% | 21 |
|
|
2019
Q2 | $6.06M | Sell |
228,526
-33,444
| -13% | -$870K | 1.63% | 16 |
|
|
2019
Q1 | $6.8M | Sell |
261,970
-27,078
| -9% | -$691K | 1.91% | 13 |
|
|
2018
Q4 | $7.31M | Sell |
289,048
-20,090
| -6% | -$502K | 2.37% | 6 |
|
|
2018
Q3 | $7.77M | Sell |
309,138
-11,364
| -4% | -$287K | 2.25% | 9 |
|
|
2018
Q2 | $8.12M | Sell |
320,502
-1,682
| -0.5% | -$42.5K | 2.41% | 6 |
|
|
2018
Q1 | $8.22M | Buy |
322,184
+15,030
| +5% | +$384K | 2.58% | 7 |
|
|
2017
Q4 | $7.99M | Buy |
307,154
+1,066
| +0.3% | +$27.8K | 2.52% | 7 |
|
|
2017
Q3 | $8.01M | Buy |
306,088
+71,990
| +31% | +$1.89M | 2.65% | 8 |
|
|
2017
Q2 | $6.12M | Buy |
234,098
+232,288
| +12,834% | +$6.06M | 2.06% | 13 |
|
|
2017
Q1 | $47K | Buy |
+1,810
| New | +$46.7K | 0.02% | 121 |
|
Other funds holding SCHZ
RIM
APP
CST
TWP
OIA
Exchange Capital Management's SCHZ Position: Q2 2025 in Review
Exchange Capital Management sold out of Schwab US Aggregate Bond ETF (SCHZ) in Q2 2025, closing a stake of 9,058 shares — an estimated $210K sold.
Exchange Capital Management first reported a position in SCHZ in Q1 2017 and held it in 33 quarters. The position peaked at $8.22M in Q1 2018. 641 funds tracked by Wall St. Rank hold SCHZ as of Q2 2025.
- Exchange Capital Management reported no remaining Schwab US Aggregate Bond ETF position as of Q2 2025 after selling out during the quarter.
- Exchange Capital Management sold 9,058 Schwab US Aggregate Bond ETF shares in Q2 2025, an estimated $210K.
- Exchange Capital Management first reported a position in Schwab US Aggregate Bond ETF in Q1 2017 and held it in 33 quarters.
- Exchange Capital Management's Schwab US Aggregate Bond ETF position peaked at $8.22M in Q1 2018.
- 641 funds tracked by Wall St. Rank held Schwab US Aggregate Bond ETF as of Q2 2025.
Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.