Costello Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.8K | Sell |
1,568
-9
| -0.6% | -$268 | 0.02% | 242 |
|
|
2025
Q1 | $42.5K | Buy |
1,577
+861
| +120% | +$23.2K | 0.02% | 244 |
|
|
2024
Q4 | $20.3K | Hold |
716
| – | – | 0.01% | 123 |
|
|
2024
Q3 | $19.8K | Hold |
716
| – | – | 0.01% | 125 |
|
|
2024
Q2 | $18.7K | Buy |
716
+340
| +90% | +$8.9K | 0.01% | 112 |
|
|
2024
Q1 | $9.53K | Buy |
+376
| New | +$9.53K | 0.01% | 143 |
|