Focus Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,616
| Closed | -$376K | – | 699 |
|
|
2024
Q3 | $376K | Buy |
13,616
+354
| +3% | +$9.79K | 0.02% | 483 |
|
|
2024
Q2 | $356K | Buy |
13,262
+2,388
| +22% | +$64.1K | 0.02% | 484 |
|
|
2024
Q1 | $262K | Sell |
10,874
-5,810
| -35% | -$140K | 0.01% | 525 |
|
|
2023
Q4 | $384K | Buy |
16,684
+24
| +0.1% | +$553 | 0.01% | 514 |
|
|
2023
Q3 | $344K | Sell |
16,660
-12,708
| -43% | -$262K | 0.02% | 428 |
|
|
2023
Q2 | $628K | Buy |
29,368
+1,148
| +4% | +$24.6K | 0.03% | 315 |
|
|
2023
Q1 | $558K | Buy |
28,220
+5,150
| +22% | +$102K | 0.03% | 334 |
|
|
2022
Q4 | $426K | Buy |
23,070
+462
| +2% | +$8.53K | 0.03% | 315 |
|
|
2022
Q3 | $391K | Buy |
22,608
+2,712
| +14% | +$46.9K | 0.03% | 323 |
|
|
2022
Q2 | $363K | Buy |
19,896
+204
| +1% | +$3.72K | 0.03% | 348 |
|
|
2022
Q1 | $434K | Buy |
+19,692
| New | +$434K | 0.03% | 325 |
|