DACG
Donor Advised Charitable Giving’s Schwab 1000 Index ETF SCHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.59M | Hold |
120,288
| – | – | 0.07% | 8 |
|
|
2025
Q1 | $3.24M | Hold |
120,288
| – | – | 0.09% | 8 |
|
|
2024
Q4 | $3.41M | Buy |
120,288
+60,144
| +100% | +$1.7M | 0.08% | 7 |
|
|
2024
Q3 | $3.33M | Hold |
60,144
| – | – | 0.08% | 6 |
|
|
2024
Q2 | $3.15M | Hold |
60,144
| – | – | 0.07% | 7 |
|
|
2024
Q1 | $3.05M | Hold |
60,144
| – | – | 0.09% | 8 |
|
|
2023
Q4 | $2.77M | Hold |
60,144
| – | – | 0.15% | 10 |
|
|
2023
Q3 | $2.48M | Hold |
60,144
| – | – | 0.15% | 7 |
|
|
2023
Q2 | $2.57M | Hold |
60,144
| – | – | 0.17% | 8 |
|
|
2023
Q1 | $2.38M | Hold |
60,144
| – | – | 0.22% | 11 |
|
|
2022
Q4 | $2.22M | Hold |
60,144
| – | – | 0.37% | 9 |
|
|
2022
Q3 | $2.08M | Hold |
60,144
| – | – | 0.44% | 10 |
|
|
2022
Q2 | $2.19M | Buy |
60,144
+2,474
| +4% | +$90.2K | 0.38% | 7 |
|
|
2022
Q1 | $2.54M | Hold |
57,670
| – | – | 0.26% | 10 |
|
|
2021
Q4 | $2.69M | Hold |
57,670
| – | – | 0.26% | 8 |
|
|
2021
Q3 | $2.46M | Buy |
57,670
+13,829
| +32% | +$589K | 0.44% | 11 |
|
|
2021
Q2 | $1.87M | Buy |
43,841
+28,692
| +189% | +$1.22M | 0.21% | 63 |
|
|
2021
Q1 | $597K | Buy |
+15,149
| New | +$597K | 0.06% | 79 |
|