KWA
SCHK icon

Kingswood Wealth Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Kingswood Wealth Advisors’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,200
Closed -$310K – 887
2024
Q3 		$310K Sell
11,200
-16,836
-60% -$465K 0.02% 565
2024
Q2 		$734K Buy
+28,036
New +$734K 0.07% 300