Meridian Investment Counsel’s Schwab US Large- Cap ETF SCHX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$204K Sell
2025
Q2
$261K Buy
2025
Q1
$217K Buy
2024
Q4
$228K Sell
2024
Q3
$264K Buy
2024
Q2
$250K Hold
2024
Q1
$241K Buy