Laidlaw Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,272
| Closed | -$284K | – | 352 |
|
|
2023
Q2 | $284K | Sell |
13,272
-3,222
| -20% | -$68.9K | 0.06% | 269 |
|
|
2023
Q1 | $326K | Sell |
16,494
-206
| -1% | -$4.07K | 0.07% | 248 |
|
|
2022
Q4 | $308K | Buy |
16,700
+76
| +0.5% | +$1.4K | 0.07% | 266 |
|
|
2022
Q3 | $288K | Sell |
16,624
-100
| -0.6% | -$1.73K | 0.07% | 245 |
|
|
2022
Q2 | $305K | Buy |
16,724
+206
| +1% | +$3.76K | 0.06% | 262 |
|
|
2022
Q1 | $364K | Sell |
16,518
-1,242
| -7% | -$27.4K | 0.06% | 272 |
|
|
2021
Q4 | $414K | Buy |
+17,760
| New | +$414K | 0.07% | 253 |
|
|
2021
Q1 | – | Sell |
-17,968
| Closed | -$336K | – | 337 |
|
|
2020
Q4 | $336K | Buy |
+17,968
| New | +$336K | 0.07% | 243 |
|