Richardson Capital 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
2025
Q2
$2.66M Buy
89,045
+26,951
+43% +$804K 1.39% 8
2025
Q1
$1.67M Sell
62,094
-80
-0.1% -$2.15K 1.04% 8
2024
Q4
$1.76M Sell
62,174
-368
-0.6% -$10.4K 1.12% 8
2024
Q3
$1.73M Buy
62,542
+296
+0.5% +$8.18K 1.21% 7
2024
Q2
$1.63M Sell
62,246
-626
-1% -$16.4K 1.25% 7
2024
Q1
$1.59M Buy
62,872
+57,402
+1,049% +$1.45M 1.3% 6
2023
Q4
$1.45M Buy
+5,470
New +$1.45M 1.41% 6