Means Investment Company’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 | $455K | Sell |
18,597
-4,379
| -19% | -$107K | 0.04% | 131 |
|
|
2025
Q1 | $507K | Hold |
22,976
| – | – | 0.05% | 121 |
|
|
2024
Q4 | $533K | Sell |
22,976
-208
| -0.9% | -$4.82K | 0.06% | 121 |
|
|
2024
Q3 | $524K | Hold |
23,184
| – | – | 0.06% | 120 |
|
|
2024
Q2 | $497K | Sell |
23,184
-1,656
| -7% | -$35.5K | 0.06% | 123 |
|
|
2024
Q1 | $514K | Buy |
24,840
+27
| +0.1% | +$559 | 0.07% | 127 |
|
|
2023
Q4 | $466K | Hold |
24,813
| – | – | 0.07% | 126 |
|
|
2023
Q3 | $418K | Sell |
24,813
-1,287
| -5% | -$21.7K | 0.07% | 132 |
|
|
2023
Q2 | $456K | Hold |
26,100
| – | – | 0.07% | 127 |
|
|
2023
Q1 | $421K | Hold |
26,100
| – | – | 0.07% | 131 |
|
|
2022
Q4 | $393K | Hold |
26,100
| – | – | 0.08% | 133 |
|
|
2022
Q3 | $368K | Hold |
26,100
| – | – | 0.08% | 135 |
|
|
2022
Q2 | $389K | Sell |
26,100
-3,900
| -13% | -$58.1K | 0.08% | 130 |
|
|
2022
Q1 | $539K | Hold |
30,000
| – | – | 0.1% | 113 |
|
|
2021
Q4 | $569K | Hold |
30,000
| – | – | 0.1% | 104 |
|
|
2021
Q3 | $520K | Hold |
30,000
| – | – | 0.1% | 107 |
|
|
2021
Q2 | $520K | Hold |
30,000
| – | – | 0.1% | 109 |
|
|
2021
Q1 | $480K | Hold |
30,000
| – | – | 0.11% | 110 |
|
|
2020
Q4 | $479K | Hold |
30,000
| – | – | 0.11% | 110 |
|
|
2020
Q3 | $423K | Hold |
30,000
| – | – | 0.12% | 97 |
|
|
2020
Q2 | $400K | Hold |
30,000
| – | – | 0.13% | 96 |
|
|
2020
Q1 | $332K | Hold |
30,000
| – | – | 0.13% | 93 |
|
|
2019
Q4 | $396K | Hold |
30,000
| – | – | 0.13% | 98 |
|
|
2019
Q3 | $367K | Hold |
30,000
| – | – | 0.14% | 101 |
|
|
2019
Q2 | $356K | Sell |
30,000
-2,772
| -8% | -$32.9K | 0.15% | 99 |
|
|
2019
Q1 | $369K | Hold |
32,772
| – | – | 0.16% | 100 |
|
|
2018
Q4 | $326K | Buy |
+32,772
| New | +$326K | 0.18% | 96 |
|