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 |
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|
2025
Q1 | $446K | Sell |
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|
2024
Q4 | $634K | Sell |
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|
2024
Q3 | $707K | Buy |
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|
2024
Q2 | $660K | Buy |
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|
2024
Q1 | $639K | Buy |
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|
2023
Q4 | $482K | Sell |
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|
2023
Q3 | $889K | Sell |
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|
2023
Q2 | $964K | Buy |
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|
2023
Q1 | $803K | Sell |
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|
2022
Q4 | $2.53M | Buy |
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|
2022
Q3 | $2.22M | Buy |
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|
2022
Q2 | $2.25M | Sell |
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|
2022
Q1 | $2.77M | Buy |
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|
2021
Q4 | $1.9M | Buy |
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|
2021
Q3 | $1.52M | Buy |
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|
2021
Q1 | $989K | Buy |
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|
2020
Q4 | $803K | Buy |
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