APP
Avantax Planning Partners’s Schwab 1000 Index ETF SCHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-46,401
| Closed | -$1.83M | – | 341 |
|
|
2021
Q1 | $1.83M | Sell |
46,401
-4,495
| -9% | -$177K | 0.09% | 90 |
|
|
2020
Q4 | $1.9M | Hold |
50,896
| – | – | 0.1% | 88 |
|
|
2020
Q3 | $1.68M | Sell |
50,896
-37,741
| -43% | -$1.25M | 0.09% | 93 |
|
|
2020
Q2 | $2.69M | Hold |
88,637
| – | – | 0.15% | 56 |
|
|
2020
Q1 | $2.22M | Hold |
88,637
| – | – | 0.15% | 50 |
|
|
2019
Q4 | $2.8M | Hold |
88,637
| – | – | 0.16% | 51 |
|
|
2019
Q3 | $2.59M | Hold |
88,637
| – | – | 0.16% | 55 |
|
|
2019
Q2 | $2.59M | Hold |
88,637
| – | – | 0.17% | 56 |
|
|
2019
Q1 | $2.47M | Sell |
88,637
-49,828
| -36% | -$1.39M | 0.17% | 55 |
|
|
2018
Q4 | $3.4M | Buy |
+138,465
| New | +$3.4M | 0.26% | 33 |
|