Wagner Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-110
| Closed | -$3K | – | 580 |
|
|
2021
Q4 | $3K | Hold |
110
| – | – | ﹤0.01% | 615 |
|
|
2021
Q3 | $3K | Hold |
110
| – | – | ﹤0.01% | 588 |
|
|
2021
Q2 | $2K | Hold |
110
| – | – | ﹤0.01% | 643 |
|
|
2021
Q1 | $2K | Hold |
110
| – | – | ﹤0.01% | 609 |
|
|
2020
Q4 | $2K | Buy |
+110
| New | +$2K | ﹤0.01% | 202 |
|
|
2018
Q2 | – | Sell |
-12
| Closed | – | – | 707 |
|
|
2018
Q1 | $0 | Buy |
12
+6
| +100% | – | ﹤0.01% | 776 |
|
|
2017
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 810 |
|