BerganKDV Wealth 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
Q2 | $258K | Hold |
12,062
| – | – | 0.03% | 214 |
|
|
2023
Q1 | $239K | Hold |
12,062
| – | – | 0.02% | 220 |
|
|
2022
Q4 | $223K | Hold |
12,062
| – | – | 0.02% | 223 |
|
|
2022
Q3 | $209K | Hold |
12,062
| – | – | 0.03% | 222 |
|
|
2022
Q2 | $220K | Hold |
12,062
| – | – | 0.03% | 236 |
|
|
2022
Q1 | $266K | Hold |
12,062
| – | – | 0.03% | 225 |
|
|
2021
Q4 | $281K | Hold |
12,062
| – | – | 0.03% | 229 |
|
|
2021
Q3 | $257K | Hold |
12,062
| – | – | 0.03% | 232 |
|
|
2021
Q2 | $257K | Hold |
12,062
| – | – | 0.03% | 223 |
|
|
2021
Q1 | $238K | Hold |
12,062
| – | – | 0.03% | 223 |
|
|
2020
Q4 | $225K | Hold |
12,062
| – | – | 0.03% | 212 |
|
|
2020
Q3 | $199K | Hold |
12,062
| – | – | 0.03% | 213 |
|
|
2020
Q2 | $183K | Buy |
+12,062
| New | +$183K | 0.03% | 225 |
|