Farmers & Merchants Investments Inc’s Schwab US Large- Cap ETF SCHX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $351K | Hold |
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|
2025
Q2 | $326K | Sell |
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|
2025
Q1 | $299K | Hold |
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|
2024
Q4 | $314K | Sell |
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|
2024
Q3 | $312K | Hold |
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|
2024
Q2 | $295K | Buy |
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|
2024
Q1 | $280K | Hold |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $294K | Buy |
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|
2023
Q2 | $286K | Hold |
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|
2023
Q1 | $264K | Hold |
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|
2022
Q4 | $246K | Hold |
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|
2022
Q3 | $231K | Sell |
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|
2022
Q2 | $294K | Buy |
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|
2022
Q1 | $294K | Sell |
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|
2021
Q4 | $363K | Buy |
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|
2021
Q3 | $284K | Hold |
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|
2021
Q2 | $283K | Hold |
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|
2021
Q1 | $262K | Buy |
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|
2020
Q4 | $189K | Hold |
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|
2020
Q3 | $168K | Hold |
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|
2020
Q2 | $154K | Buy |
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