MIM
Macroview Investment Management’s Schwab US Large- Cap ETF SCHX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
13,100
-120
| -0.9% | -$2.93K | 0.26% | 67 |
|
|
2025
Q1 | $292K | Sell |
13,220
-189
| -1% | -$4.17K | 0.27% | 65 |
|
|
2024
Q4 | $311K | Buy |
13,409
+8,947
| +201% | +$207K | 0.31% | 62 |
|
|
2024
Q3 | $303K | Buy |
4,462
+80
| +2% | +$5.43K | 0.3% | 59 |
|
|
2024
Q2 | $282K | Buy |
4,382
+39
| +0.9% | +$2.51K | 0.3% | 59 |
|
|
2024
Q1 | $270K | Buy |
4,343
+201
| +5% | +$12.5K | 0.3% | 61 |
|
|
2023
Q4 | $234K | Buy |
4,142
+49
| +1% | +$2.76K | 0.28% | 64 |
|
|
2023
Q3 | $207K | Buy |
4,093
+81
| +2% | +$4.1K | 0.28% | 60 |
|
|
2023
Q2 | $210K | Buy |
4,012
+12
| +0.3% | +$628 | 0.32% | 48 |
|
|
2023
Q1 | $193K | Buy |
4,000
+22
| +0.6% | +$1.06K | 0.31% | 49 |
|
|
2022
Q4 | $180K | Buy |
3,978
+224
| +6% | +$10.1K | 0.31% | 49 |
|
|
2022
Q3 | $159K | Buy |
3,754
+314
| +9% | +$13.3K | 0.29% | 52 |
|
|
2022
Q2 | $154K | Buy |
3,440
+288
| +9% | +$12.9K | 0.25% | 53 |
|
|
2022
Q1 | $170K | Buy |
3,152
+1,648
| +110% | +$88.9K | 0.24% | 54 |
|
|
2021
Q4 | $171K | Buy |
1,504
+86
| +6% | +$9.78K | 0.22% | 50 |
|
|
2021
Q3 | $148K | Buy |
1,418
+62
| +5% | +$6.47K | 0.19% | 51 |
|
|
2021
Q2 | $141K | Buy |
1,356
+77
| +6% | +$8.01K | 0.19% | 51 |
|
|
2021
Q1 | $123K | Buy |
1,279
+157
| +14% | +$15.1K | 0.18% | 49 |
|
|
2020
Q4 | $102K | Buy |
1,122
+210
| +23% | +$19.1K | 0.15% | 56 |
|
|
2020
Q3 | $74K | Buy |
912
+206
| +29% | +$16.7K | 0.13% | 57 |
|
|
2020
Q2 | $52K | Buy |
706
+161
| +30% | +$11.9K | 0.11% | 69 |
|
|
2020
Q1 | $33K | Buy |
545
+204
| +60% | +$12.4K | 0.07% | 81 |
|
|
2019
Q4 | $26K | Buy |
341
+110
| +48% | +$8.39K | 0.05% | 98 |
|
|
2019
Q3 | $16K | Buy |
231
+56
| +32% | +$3.88K | 0.03% | 122 |
|
|
2019
Q2 | $12K | Sell |
175
-272
| -61% | -$18.7K | 0.03% | 137 |
|
|
2019
Q1 | $30K | Buy |
447
+364
| +439% | +$24.4K | 0.07% | 93 |
|
|
2018
Q4 | $5K | Buy |
83
+64
| +337% | +$3.86K | 0.02% | 158 |
|
|
2018
Q3 | $1K | Buy |
19
+1
| +6% | +$53 | ﹤0.01% | 308 |
|
|
2018
Q2 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 268 |
|
|
2017
Q3 | – | Sell |
-15
| Closed | -$1K | – | 189 |
|
|
2017
Q2 | $1K | Buy |
15
+4
| +36% | +$267 | 0.01% | 176 |
|
|
2017
Q1 | $1K | Buy |
+11
| New | +$1K | 0.01% | 109 |
|