Colony Group’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
Q3 | $11.9M | Sell |
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|
2023
Q2 | $12.6M | Sell |
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|
2023
Q1 | $12M | Sell |
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|
2022
Q4 | $11.5M | Sell |
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|
2022
Q3 | $11M | Buy |
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|
2022
Q2 | $11.4M | Sell |
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|
2022
Q1 | $14.5M | Sell |
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|
2021
Q4 | $15.5M | Sell |
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|
2021
Q3 | $14.2M | Sell |
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|
2021
Q2 | $14.4M | Sell |
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|
2021
Q1 | $13.5M | Sell |
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|
2020
Q4 | $12.9M | Sell |
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|
2020
Q3 | $11.6M | Sell |
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|
2020
Q2 | $11.3M | Sell |
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|
2020
Q1 | $10.3M | Sell |
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|
2019
Q4 | $13.3M | Sell |
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|
2019
Q3 | $12.3M | Sell |
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|
2019
Q2 | $12.2M | Hold |
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|
2019
Q1 | $11.7M | Sell |
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|
2018
Q4 | $10.9M | Buy |
|