Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6K | Hold |
624
| – | – | ﹤0.01% | 641 |
|
|
2025
Q1 | $16.8K | Hold |
624
| – | – | ﹤0.01% | 622 |
|
|
2024
Q4 | $17.7K | Hold |
624
| – | – | ﹤0.01% | 607 |
|
|
2024
Q3 | $17.3K | Hold |
624
| – | – | ﹤0.01% | 581 |
|
|
2024
Q2 | $16.3K | Hold |
624
| – | – | ﹤0.01% | 567 |
|
|
2024
Q1 | $15.8K | Hold |
624
| – | – | ﹤0.01% | 555 |
|
|
2023
Q4 | $14.4K | Hold |
624
| – | – | ﹤0.01% | 561 |
|
|
2023
Q3 | $12.9K | Buy |
+624
| New | +$12.9K | ﹤0.01% | 546 |
|