MeadowBrook Investment Advisors’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 | $3.95M | Buy |
161,631
+2,718
| +2% | +$66.4K | 3.53% | 7 |
|
|
2025
Q1 | $3.51M | Sell |
158,913
-2,165
| -1% | -$47.8K | 3.28% | 6 |
|
|
2024
Q4 | $3.73M | Sell |
161,078
-4,360
| -3% | -$101K | 3.31% | 7 |
|
|
2024
Q3 | $3.74M | Sell |
165,438
-2,385
| -1% | -$53.9K | 3.38% | 7 |
|
|
2024
Q2 | $3.59M | Sell |
167,823
-165
| -0.1% | -$3.53K | 3.4% | 7 |
|
|
2024
Q1 | $3.48M | Sell |
167,988
-525
| -0.3% | -$10.9K | 3.24% | 6 |
|
|
2023
Q4 | $3.17M | Buy |
+168,513
| New | +$3.17M | 3.02% | 6 |
|