Kaizen Financial Strategies’s Schwab 1000 Index ETF SCHK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$494K Hold
2025
Q1
$446K Sell
2024
Q4
$634K Sell
2024
Q3
$707K Buy
2024
Q2
$660K Buy
2024
Q1
$639K Buy
2023
Q4
$482K Sell
2023
Q3
$889K Sell
2023
Q2
$964K Buy
2023
Q1
$803K Sell
2022
Q4
$2.53M Buy
2022
Q3
$2.22M Buy
2022
Q2
$2.25M Sell
2022
Q1
$2.77M Buy
2021
Q4
$1.9M Buy
2021
Q3
$1.52M Buy
2021
Q1
$989K Buy
2020
Q4
$803K Buy