BerganKDV Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $258K | Hold |
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|
2023
Q1 | $239K | Hold |
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|
2022
Q4 | $223K | Hold |
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|
2022
Q3 | $209K | Hold |
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|
2022
Q2 | $220K | Hold |
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|
2022
Q1 | $266K | Hold |
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|
2021
Q4 | $281K | Hold |
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|
2021
Q3 | $257K | Hold |
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|
2021
Q2 | $257K | Hold |
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|
2021
Q1 | $238K | Hold |
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|
2020
Q4 | $225K | Hold |
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|
2020
Q3 | $199K | Hold |
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|
2020
Q2 | $183K | Buy |
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