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

Means Investment Co., Inc.

  • $821 Million
  • Q2 2024

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 7,728 shares of SCHX stock, worth $501,856. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,728
Previous 8,280 6.67%
Holding current value
$501,856
Previous $513,000 3.31%
% of portfolio
0.06%
Previous 0.07%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-1,300 Reduced 13.0%
8,700 $389,000
Q1 2022

Apr 26, 2022
BUY
N/A
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
1,313
Shares Held
446M
Call Options Held
24.7K
Put Options Held
3.6K
View Full List

About SCHWAB STRATEGIC TR US LARGE-C

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