Column Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $555K | Buy |
26,896
+6
| +0% | +$124 | 0.08% | 79 |
|
|
2023
Q2 | $575K | Buy |
26,890
+6
| +0% | +$128 | 0.08% | 77 |
|
|
2023
Q1 | $532K | Buy |
26,884
+24,792
| +1,185% | +$490K | 0.08% | 73 |
|
|
2022
Q4 | $38.6K | Hold |
2,092
| – | – | 0.01% | 334 |
|
|
2022
Q3 | $36K | Hold |
2,092
| – | – | 0.01% | 317 |
|
|
2022
Q2 | $38K | Hold |
2,092
| – | – | 0.01% | 315 |
|
|
2022
Q1 | $46K | Buy |
2,092
+806
| +63% | +$17.7K | 0.01% | 300 |
|
|
2021
Q4 | $30K | Hold |
1,286
| – | – | 0.01% | 373 |
|
|
2021
Q3 | $27K | Hold |
1,286
| – | – | 0.01% | 354 |
|
|
2021
Q2 | $27K | Buy |
1,286
+726
| +130% | +$15.2K | 0.01% | 352 |
|
|
2021
Q1 | $11K | Hold |
560
| – | – | ﹤0.01% | 458 |
|
|
2020
Q4 | $10K | Hold |
560
| – | – | ﹤0.01% | 470 |
|
|
2020
Q3 | $9K | Hold |
560
| – | – | ﹤0.01% | 460 |
|
|
2020
Q2 | $8K | Hold |
560
| – | – | ﹤0.01% | 504 |
|
|
2020
Q1 | $7K | Hold |
560
| – | – | ﹤0.01% | 446 |
|
|
2019
Q4 | $8K | Buy |
+560
| New | +$8K | ﹤0.01% | 477 |
|