Means Investment Co., Inc. Schwab Strategic Tr Us Large C Transaction History

Means Investment Co., Inc.

$1.04 Billion
Q2 2025

A detailed history of Means Investment Co., Inc. transactions in Schwab Strategic Tr Us Large C stock. As of the latest transaction made, Means Investment Co., Inc. holds 18,597 shares of SCHX stock, worth $495,796. This represents 0.04% of its overall portfolio holdings.

Number of Shares

18,597

Previous 22,976 19.06%

Holding current value

$495,796

Previous $507,000 10.45%

% of portfolio

0.04%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$19.6 - $24.44 $85,828 - $107,022	-4,379 Reduced 19.06%	18,597 $454,000
Q4 2024 Jan 24, 2025	BUY	$22.4 - $68.28 $341,555 - $1.04 Million	15,248 Added 197.31%	22,976 $532,000
Q2 2024 Jul 19, 2024	SELL	$58.7 - $64.78 $32,402 - $35,758	-552 Reduced 6.67%	7,728 $496,000
Q1 2024 Apr 17, 2024	BUY	$55.41 - $62.08 $498 - $558	9 Added 0.11%	8,280 $513,000
Q3 2023 Oct 25, 2023	SELL	$50.36 - $54.21 $21,604 - $23,256	-429 Reduced 4.93%	8,271 $418,000
Q2 2022 Jul 21, 2022	SELL	$43.35 - $54.51 $56,355 - $70,863	-1,300 Reduced 13.0%	8,700 $389,000
Q1 2022 Apr 26, 2022	BUY	$49.51 - $57.27 $247,550 - $286,350	5,000 Added 100.0%	10,000 $539,000
Q2 2019 Aug 07, 2019	SELL	N/A	-462 Reduced 8.46%	5,000 $356,000
Q4 2018 Apr 16, 2019	BUY	N/A	5,462 New	5,462 $326,000

Others Institutions Holding SCHX

# of Institutions

1,567

Shares Held

1.13B

Call Options Held

68.6K

Put Options Held

200

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About SCHWAB STRATEGIC TR US LARGE-C

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Means Investment Co., Inc. Schwab Strategic Tr Us Large C Transaction History