Baird Financial Group’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
-73,788
Closed -$1.36M 1748
2022
Q4
$1.36M Buy
73,788
+5,940
+9% +$110K ﹤0.01% 982
2022
Q3
$1.17M Buy
67,848
+37,514
+124% +$649K ﹤0.01% 999
2022
Q2
$553K Buy
+30,334
New +$553K ﹤0.01% 1309