Roble Belko & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-514
| Closed | -$9K | – | 344 |
|
|
2022
Q3 | $9K | Hold |
514
| – | – | ﹤0.01% | 250 |
|
|
2022
Q2 | $9K | Hold |
514
| – | – | ﹤0.01% | 247 |
|
|
2022
Q1 | $11K | Hold |
514
| – | – | ﹤0.01% | 283 |
|
|
2021
Q4 | $12K | Hold |
514
| – | – | ﹤0.01% | 257 |
|
|
2021
Q3 | $11K | Hold |
514
| – | – | ﹤0.01% | 240 |
|
|
2021
Q2 | $11K | Sell |
514
-200
| -28% | -$4.28K | ﹤0.01% | 259 |
|
|
2021
Q1 | $14K | Hold |
714
| – | – | ﹤0.01% | 238 |
|
|
2020
Q4 | $13K | Sell |
714
-216
| -23% | -$3.93K | ﹤0.01% | 225 |
|
|
2020
Q3 | $15K | Hold |
930
| – | – | ﹤0.01% | 208 |
|
|
2020
Q2 | $14K | Hold |
930
| – | – | ﹤0.01% | 224 |
|
|
2020
Q1 | $12K | Buy |
+930
| New | +$12K | ﹤0.01% | 236 |
|