Koshinski Asset Management’s Schwab 1000 Index ETF SCHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,154
| Closed | -$230K | – | 663 |
|
|
2024
Q3 | $230K | Buy |
4,154
+8
| +0.2% | +$442 | 0.02% | 557 |
|
|
2024
Q2 | $221K | Sell |
4,146
-628
| -13% | -$33.5K | 0.02% | 547 |
|
|
2024
Q1 | $242K | Buy |
+4,774
| New | +$242K | 0.02% | 487 |
|
|
2023
Q4 | – | Sell |
-5,298
| Closed | -$219K | – | 614 |
|
|
2023
Q3 | $219K | Sell |
5,298
-440
| -8% | -$18.2K | 0.03% | 506 |
|
|
2023
Q2 | $246K | Sell |
5,738
-1,824
| -24% | -$78.1K | 0.03% | 495 |
|
|
2023
Q1 | $299K | Buy |
7,562
+140
| +2% | +$5.54K | 0.03% | 424 |
|
|
2022
Q4 | $274K | Buy |
7,422
+24
| +0.3% | +$886 | 0.03% | 480 |
|
|
2022
Q3 | $256K | Sell |
7,398
-67
| -0.9% | -$2.32K | 0.03% | 444 |
|
|
2022
Q2 | $272K | Buy |
7,465
+21
| +0.3% | +$765 | 0.03% | 486 |
|
|
2022
Q1 | $328K | Buy |
7,444
+1
| +0% | +$44 | 0.03% | 466 |
|
|
2021
Q4 | $347K | Buy |
7,443
+2,080
| +39% | +$96.9K | 0.03% | 482 |
|
|
2021
Q3 | $228K | Buy |
+5,363
| New | +$228K | 0.02% | 573 |
|