Carson Wealth (CWM LLC)’s Schwab 1000 Index ETF SCHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13K | Sell |
425
-51
| -11% | -$1.56K | ﹤0.01% | 4172 |
|
|
2025
Q1 | $13K | Buy |
476
+2
| +0.4% | +$55 | ﹤0.01% | 3965 |
|
|
2024
Q4 | $13K | Buy |
474
+52
| +12% | +$1.43K | ﹤0.01% | 3726 |
|
|
2024
Q3 | $12K | Buy |
422
+2
| +0.5% | +$57 | ﹤0.01% | 3692 |
|
|
2024
Q2 | $11K | Hold |
420
| – | – | ﹤0.01% | 3496 |
|
|
2024
Q1 | $11K | Buy |
420
+2
| +0.5% | +$52 | ﹤0.01% | 3292 |
|
|
2023
Q4 | $10K | Buy |
418
+2
| +0.5% | +$48 | ﹤0.01% | 3199 |
|
|
2023
Q3 | $9K | Hold |
416
| – | – | ﹤0.01% | 3204 |
|
|
2023
Q2 | $9K | Hold |
416
| – | – | ﹤0.01% | 3155 |
|
|
2023
Q1 | $8K | Hold |
416
| – | – | ﹤0.01% | 3096 |
|
|
2022
Q4 | $8K | Buy |
+416
| New | +$8K | ﹤0.01% | 2953 |
|
|
2021
Q2 | $17K | Hold |
782
| – | – | ﹤0.01% | 1872 |
|
|
2021
Q1 | $17K | Hold |
782
| – | – | ﹤0.01% | 1872 |
|
|
2020
Q4 | $17K | Hold |
782
| – | – | ﹤0.01% | 1872 |
|
|
2020
Q3 | $17K | Hold |
782
| – | – | ﹤0.01% | 1872 |
|
|
2020
Q2 | $17K | Hold |
782
| – | – | ﹤0.01% | 1872 |
|
|
2020
Q1 | $17K | Hold |
782
| – | – | ﹤0.01% | 1872 |
|
|
2019
Q4 | $17K | Hold |
782
| – | – | ﹤0.01% | 1872 |
|
|
2019
Q3 | $17K | Hold |
782
| – | – | ﹤0.01% | 1872 |
|
|
2019
Q2 | $17K | Hold |
782
| – | – | ﹤0.01% | 1872 |
|
|
2019
Q1 | $17K | Buy |
+782
| New | +$17K | ﹤0.01% | 1872 |
|