Oxford Financial Group’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
Q2 | – | Sell |
-1,008
| Closed | -$19.9K | – | 304 |
|
|
2023
Q1 | $19.9K | Hold |
1,008
| – | – | ﹤0.01% | 236 |
|
|
2022
Q4 | $18.6K | Hold |
1,008
| – | – | ﹤0.01% | 238 |
|
|
2022
Q3 | $17K | Hold |
1,008
| – | – | ﹤0.01% | 218 |
|
|
2022
Q2 | $18K | Hold |
1,008
| – | – | ﹤0.01% | 242 |
|
|
2022
Q1 | $22K | Hold |
1,008
| – | – | ﹤0.01% | 236 |
|
|
2021
Q4 | $23K | Buy |
+1,008
| New | +$23K | ﹤0.01% | 250 |
|