AAS
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Avantax Advisory Services’s Schwab 1000 Index ETF SCHK Stock Holding History

Avantax Advisory Services’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-31,274
Closed -$392K – 889
2020
Q1 		$392K Buy
31,274
+12,334
+65% +$155K 0.01% 501
2019
Q4 		$296K Buy
+18,940
New +$296K 0.01% 628