Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-15,860
| Closed | -$274K | – | 651 |
|
|
2022
Q3 | $274K | Sell |
15,860
-1,092
| -6% | -$18.9K | 0.01% | 490 |
|
|
2022
Q2 | $309K | Buy |
16,952
+1,092
| +7% | +$19.9K | 0.01% | 460 |
|
|
2022
Q1 | $349K | Hold |
15,860
| – | – | 0.01% | 428 |
|
|
2021
Q4 | $369K | Hold |
15,860
| – | – | 0.01% | 425 |
|
|
2021
Q3 | $338K | Hold |
15,860
| – | – | 0.01% | 441 |
|
|
2021
Q2 | $338K | Hold |
15,860
| – | – | 0.01% | 442 |
|
|
2021
Q1 | $313K | Hold |
15,860
| – | – | 0.02% | 424 |
|
|
2020
Q4 | $297K | Buy |
+15,860
| New | +$297K | 0.02% | 421 |
|