Burleson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $229K | Buy |
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|
2022
Q3 | $215K | Buy |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $272K | Buy |
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|
2021
Q4 | $270K | Buy |
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|
2021
Q3 | $247K | Buy |
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|
2021
Q2 | $247K | Sell |
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|
2021
Q1 | $237K | Buy |
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|
2020
Q4 | $225K | Sell |
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|
2020
Q3 | $219K | Buy |
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|
2020
Q2 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $486K | Hold |
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|
2019
Q3 | $440K | Sell |
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|
2019
Q2 | $440K | Sell |
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|
2019
Q1 | $499K | Sell |
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|
2018
Q4 | $477K | Buy |
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