Meridian Investment Counsel’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 | $261K | Buy |
10,660
+821
| +8% | +$20.1K | 0.07% | 203 |
|
|
2025
Q1 | $217K | Buy |
9,839
+8
| +0.1% | +$177 | 0.06% | 206 |
|
|
2024
Q4 | $228K | Sell |
9,831
-1,848
| -16% | -$42.8K | 0.07% | 202 |
|
|
2024
Q3 | $264K | Buy |
11,679
+15
| +0.1% | +$339 | 0.08% | 184 |
|
|
2024
Q2 | $250K | Hold |
11,664
| – | – | 0.08% | 190 |
|
|
2024
Q1 | $241K | Buy |
+11,664
| New | +$241K | 0.08% | 190 |
|