Janney Montgomery Scott’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
2020
Q2
Sell
-59,400
Closed -$745K 2059
2020
Q1
$745K Sell
59,400
-224,362
-79% -$2.81M 0.01% 1053
2019
Q4
$4.48M Buy
283,762
+24,896
+10% +$393K 0.03% 497
2019
Q3
$3.77M Sell
258,866
-12,570
-5% -$183K 0.03% 527
2019
Q2
$3.92M Hold
271,436
0.03% 493
2019
Q1
$3.78M Sell
271,436
-26,900
-9% -$374K 0.03% 489
2018
Q4
$3.66M Buy
+298,336
New +$3.66M 0.04% 444