Farmers & Merchants Investments Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Sell |
13,320
-243
| -2% | -$5.94K | 0.01% | 265 |
|
|
2025
Q1 | $299K | Hold |
13,563
| – | – | 0.01% | 273 |
|
|
2024
Q4 | $314K | Sell |
13,563
-225
| -2% | -$5.22K | 0.01% | 273 |
|
|
2024
Q3 | $312K | Hold |
13,788
| – | – | 0.01% | 275 |
|
|
2024
Q2 | $295K | Buy |
13,788
+243
| +2% | +$5.2K | 0.01% | 269 |
|
|
2024
Q1 | $280K | Hold |
13,545
| – | – | 0.01% | 266 |
|
|
2023
Q4 | $255K | Sell |
13,545
-3,876
| -22% | -$72.9K | 0.01% | 270 |
|
|
2023
Q3 | $294K | Buy |
17,421
+1,065
| +7% | +$18K | 0.01% | 255 |
|
|
2023
Q2 | $286K | Hold |
16,356
| – | – | 0.01% | 259 |
|
|
2023
Q1 | $264K | Hold |
16,356
| – | – | 0.01% | 260 |
|
|
2022
Q4 | $246K | Hold |
16,356
| – | – | 0.01% | 273 |
|
|
2022
Q3 | $231K | Sell |
16,356
-3,378
| -17% | -$47.7K | 0.01% | 277 |
|
|
2022
Q2 | $294K | Buy |
19,734
+3,378
| +21% | +$50.3K | 0.01% | 258 |
|
|
2022
Q1 | $294K | Sell |
16,356
-2,796
| -15% | -$50.3K | 0.01% | 265 |
|
|
2021
Q4 | $363K | Buy |
19,152
+2,796
| +17% | +$53K | 0.01% | 255 |
|
|
2021
Q3 | $284K | Hold |
16,356
| – | – | 0.01% | 263 |
|
|
2021
Q2 | $283K | Hold |
16,356
| – | – | 0.01% | 224 |
|
|
2021
Q1 | $262K | Buy |
16,356
+3,876
| +31% | +$62.1K | 0.01% | 223 |
|
|
2020
Q4 | $189K | Hold |
12,480
| – | – | 0.01% | 231 |
|
|
2020
Q3 | $168K | Hold |
12,480
| – | – | 0.01% | 234 |
|
|
2020
Q2 | $154K | Buy |
+12,480
| New | +$154K | 0.01% | 232 |
|