Madison Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.53M | Hold |
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|
2023
Q2 | $2.62M | Sell |
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|
2023
Q1 | $2.43M | Hold |
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|
2022
Q4 | $2.27M | Buy |
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|
2022
Q3 | $2.02M | Sell |
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|
2022
Q2 | $2.14M | Buy |
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|
2022
Q1 | $2.49M | Hold |
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|
2021
Q4 | $2.63M | Hold |
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|
2021
Q3 | $2.41M | Hold |
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|
2021
Q2 | $2.41M | Hold |
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|
2021
Q1 | $2.23M | Hold |
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|
2020
Q4 | $2.11M | Hold |
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|
2020
Q3 | $1.86M | Buy |
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|
2020
Q2 | $1.7M | Buy |
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|
2020
Q1 | $1.37M | Buy |
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|
2019
Q4 | $1.29M | Buy |
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