Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.23K | Buy |
128
+2
| +2% | +$50 | ﹤0.01% | 612 |
|
|
2023
Q4 | $2.92K | Hold |
126
| – | – | ﹤0.01% | 594 |
|
|
2023
Q3 | $2.61K | Hold |
126
| – | – | ﹤0.01% | 555 |
|
|
2023
Q2 | $2.7K | Hold |
126
| – | – | ﹤0.01% | 582 |
|
|
2023
Q1 | $2K | Hold |
126
| – | – | ﹤0.01% | 602 |
|
|
2022
Q4 | $2K | Buy |
+126
| New | +$2K | ﹤0.01% | 541 |
|
|
2022
Q3 | – | Sell |
-924
| Closed | -$17K | – | 744 |
|
|
2022
Q2 | $17K | Hold |
924
| – | – | 0.01% | 356 |
|
|
2022
Q1 | $20K | Hold |
924
| – | – | 0.01% | 346 |
|
|
2021
Q4 | $22K | Buy |
924
+2
| +0.2% | +$48 | 0.01% | 321 |
|
|
2021
Q3 | $20K | Hold |
922
| – | – | 0.01% | 310 |
|
|
2021
Q2 | $20K | Hold |
922
| – | – | 0.01% | 333 |
|
|
2021
Q1 | $18K | Buy |
922
+802
| +668% | +$15.7K | 0.01% | 399 |
|
|
2020
Q4 | $2K | Sell |
120
-2
| -2% | -$33 | ﹤0.01% | 582 |
|
|
2020
Q3 | $2K | Buy |
122
+2
| +2% | +$33 | ﹤0.01% | 573 |
|
|
2020
Q2 | $2K | Buy |
+120
| New | +$2K | ﹤0.01% | 558 |
|