Advance Capital Management’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-15,550
| Closed | -$287K | – | 112 |
|
|
2022
Q4 | $287K | Hold |
15,550
| – | – | 0.04% | 81 |
|
|
2022
Q3 | $269K | Hold |
15,550
| – | – | 0.03% | 71 |
|
|
2022
Q2 | $283K | Hold |
15,550
| – | – | 0.03% | 65 |
|
|
2022
Q1 | $342K | Sell |
15,550
-1,254
| -7% | -$27.6K | 0.04% | 56 |
|
|
2021
Q4 | $391K | Buy |
+16,804
| New | +$391K | 0.08% | 54 |
|