MIC
Means Investment Company’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.09M | Sell |
44,874
-2,084
| -4% | -$190K | 0.39% | 39 |
|
|
2025
Q1 | $3.68M | Sell |
46,958
-60,801
| -56% | -$4.76M | 0.39% | 42 |
|
|
2024
Q4 | $7.98M | Sell |
107,759
-312
| -0.3% | -$23.1K | 0.83% | 23 |
|
|
2024
Q3 | $7M | Buy |
108,071
+4,855
| +5% | +$315K | 0.78% | 25 |
|
|
2024
Q2 | $7.61M | Buy |
103,216
+13,078
| +15% | +$964K | 0.91% | 23 |
|
|
2024
Q1 | $6.52M | Buy |
90,138
+18,266
| +25% | +$1.32M | 0.84% | 23 |
|
|
2023
Q4 | $4.94M | Buy |
71,872
+15,314
| +27% | +$1.05M | 0.71% | 24 |
|
|
2023
Q3 | $3.11M | Buy |
56,558
+10,282
| +22% | +$564K | 0.51% | 42 |
|
|
2023
Q2 | $2.62M | Buy |
46,276
+19,145
| +71% | +$1.09M | 0.42% | 46 |
|
|
2023
Q1 | $1.42M | Buy |
+27,131
| New | +$1.42M | 0.25% | 77 |
|