Homrich & Berg’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
2021
Q1
Sell
-17,622
Closed -$329K 426
2020
Q4
$329K Hold
17,622
0.01% 307
2020
Q3
$291K Sell
17,622
-3,000
-15% -$49.5K 0.01% 267
2020
Q2
$313K Buy
+20,622
New +$313K 0.01% 249