Means Investment Company’s Schwab US Large- Cap ETF SCHX Stock Holding History

Means Investment Company’s Portfolio SCHX Stock Details SCHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$501K	Buy	19,557 +3	+0%	+$80	0.04%	124
2025 Q4	$526K	Buy	19,554 +957	+5%	+$25.6K	0.04%	124
2025 Q3	$490K	Hold	18,597	–	–	0.04%	131
2025 Q2	$455K	Sell	18,597 -4,379	-19%	-$99K	0.04%	131
2025 Q1	$507K	Hold	22,976	–	–	0.05%	121
2024 Q4	$533K	Sell	22,976 -208	-0.9%	-$4.85K	0.06%	121
2024 Q3	$524K	Hold	23,184	–	–	0.06%	120
2024 Q2	$497K	Sell	23,184 -1,656	-7%	-$34.2K	0.06%	123
2024 Q1	$514K	Buy	24,840 +27	+0.1%	+$532	0.07%	127
2023 Q4	$466K	Hold	24,813	–	–	0.07%	126
2023 Q3	$418K	Sell	24,813 -1,287	-5%	-$22.6K	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%	-$63.2K	0.08%	130
2022 Q1	$539K	Hold	30,000	–	–	0.1%	113
2021 Q4	$569K	Hold	30,000	–	–	0.1%	106
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%	-$31.8K	0.15%	99
2019 Q1	$369K	Hold	32,772	–	–	0.16%	100
2018 Q4	$326K	Buy	+32,772	New	+$352K	0.18%	96

Other funds holding SCHX

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Means Investment Company's SCHX Position: Q1 2026 in Review

Means Investment Company increased its Schwab US Large- Cap ETF (SCHX) stake by 0.02% in Q1 2026, buying an estimated $80 and bringing the position to 19,557 shares worth $501K. The position accounts for 0.04% of the portfolio, ranked #124.

Means Investment Company first reported a position in SCHX in Q4 2018 and has held it in 30 quarters since. The position peaked at $569K in Q4 2021. 1,534 funds tracked by Wall St. Rank hold SCHX as of Q1 2026.

Means Investment Company held 19,557 shares of Schwab US Large- Cap ETF worth $501K as of Q1 2026.
Means Investment Company bought 3 Schwab US Large- Cap ETF shares in Q1 2026, an estimated $80.
Schwab US Large- Cap ETF made up 0.04% of Means Investment Company's portfolio in Q1 2026, its #124 holding.
Means Investment Company first reported a position in Schwab US Large- Cap ETF in Q4 2018 and has held it in 30 quarters since.
Means Investment Company's Schwab US Large- Cap ETF position peaked at $569K in Q4 2021.
1,534 funds tracked by Wall St. Rank held Schwab US Large- Cap ETF as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.