Means Investment Co., Inc. Schwab Strategic Tr Intl Small Transaction History

Means Investment Co., Inc.

$821 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 17, 2024	BUY	$33.2 - $35.86 $1.14 Million - $1.23 Million	34,253 Added 24.38%	174,763 $6.26 Million
Q4 2023 Jan 25, 2024	BUY	$30.0 - $35.05 $918,150 - $1.07 Million	30,605 Added 27.85%	140,510 $4.9 Million
Q3 2023 Oct 25, 2023	BUY	$32.0 - $35.51 $1.29 Million - $1.44 Million	40,453 Added 58.25%	109,905 $3.54 Million
Q2 2023 Jul 31, 2023	BUY	$32.67 - $34.58 $626,708 - $663,348	19,183 Added 38.16%	69,452 $2.35 Million
Q1 2023 May 08, 2023	BUY	$31.54 - $34.93 $530,029 - $586,998	16,805 Added 50.22%	50,269 $1.69 Million
Q4 2022 Jan 27, 2023	BUY	$27.31 - $32.98 $359,918 - $434,643	13,179 Added 64.97%	33,464 $0
Q3 2022 Oct 17, 2022	BUY	$27.46 - $34.27 $265,098 - $330,842	9,654 Added 90.81%	20,285 $563,000
Q2 2022 Jul 21, 2022	BUY	$31.0 - $38.49 $329,561 - $409,187	10,631 New	10,631 $332,000

Others Institutions Holding SCHC

# of Institutions

411

Shares Held

88M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

39.7M
Shares

$1.53 Billion
0.27% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

4.47M
Shares

$173 Million
0.11% of portfolio
Savant Capital, LLC

3.5M
Shares

$135 Million
1.22% of portfolio
Tiaa Trust, National Association Charlotte, NC

2.35M
Shares

$90.6 Million
0.26% of portfolio
Envestnet Asset Management Inc

1.72M
Shares

$66.6 Million
0.02% of portfolio

About SCHWAB STRATEGIC TR INTL SMALL

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