Madison 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 | $2.53M | Hold |
122,640
| – | – | 0.53% | 60 |
|
|
2023
Q2 | $2.62M | Sell |
122,640
-80
| -0.1% | -$1.71K | 0.53% | 62 |
|
|
2023
Q1 | $2.43M | Hold |
122,720
| – | – | 0.52% | 62 |
|
|
2022
Q4 | $2.27M | Buy |
122,720
+5,860
| +5% | +$108K | 0.52% | 62 |
|
|
2022
Q3 | $2.02M | Sell |
116,860
-476
| -0.4% | -$8.24K | 0.5% | 58 |
|
|
2022
Q2 | $2.14M | Buy |
117,336
+4,326
| +4% | +$78.9K | 0.52% | 57 |
|
|
2022
Q1 | $2.49M | Hold |
113,010
| – | – | 0.52% | 52 |
|
|
2021
Q4 | $2.63M | Hold |
113,010
| – | – | 0.53% | 52 |
|
|
2021
Q3 | $2.41M | Hold |
113,010
| – | – | 0.53% | 50 |
|
|
2021
Q2 | $2.41M | Hold |
113,010
| – | – | 0.53% | 53 |
|
|
2021
Q1 | $2.23M | Hold |
113,010
| – | – | 0.55% | 47 |
|
|
2020
Q4 | $2.11M | Hold |
113,010
| – | – | 0.56% | 46 |
|
|
2020
Q3 | $1.86M | Buy |
113,010
+850
| +0.8% | +$14K | 0.56% | 48 |
|
|
2020
Q2 | $1.7M | Buy |
112,160
+2,600
| +2% | +$39.5K | 0.56% | 46 |
|
|
2020
Q1 | $1.37M | Buy |
109,560
+27,960
| +34% | +$350K | 0.55% | 43 |
|
|
2019
Q4 | $1.29M | Buy |
+81,600
| New | +$1.29M | 0.37% | 57 |
|