International Assets Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-215,244
| Closed | -$3.12K | – | 1712 |
|
|
2024
Q3 | $3.12K | Buy |
215,244
+214,170
| +19,941% | +$3.1K | 0.01% | 731 |
|
|
2024
Q2 | $28.1K | Buy |
+1,074
| New | +$28.1K | ﹤0.01% | 1373 |
|
|
2023
Q2 | – | Sell |
-1,074
| Closed | -$21.2K | – | 872 |
|
|
2023
Q1 | $21.2K | Buy |
+1,074
| New | +$21.2K | ﹤0.01% | 786 |
|
|
2021
Q2 | – | Sell |
-5,220
| Closed | -$125K | – | 1636 |
|
|
2021
Q1 | $125K | Buy |
5,220
+4,610
| +756% | +$110K | 0.01% | 641 |
|
|
2020
Q4 | $11K | Buy |
+610
| New | +$11K | ﹤0.01% | 1399 |
|