Laurel Wealth Advisors (California)’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
2020
Q3
Sell
-19,804
Closed -$301K 411
2020
Q2
$301K Buy
19,804
+46
+0.2% +$699 0.06% 287
2020
Q1
$247K Buy
+19,758
New +$247K 0.06% 307