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 |
|