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D.L. Carlson Investment Group’s Schwab 1000 Index ETF SCHK Stock Holding History

D.L. Carlson Investment Group’s Portfolio SCHK Stock Details SCHK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$532K Buy
17,850
+51
+0.3% +$1.52K 0.1% 103
2025
Q1 		$479K Buy
17,799
+54
+0.3% +$1.45K 0.09% 113
2024
Q4 		$502K Buy
17,745
+8,924
+101% +$253K 0.09% 111
2024
Q3 		$488K Buy
+8,821
New +$488K 0.09% 117