Warther Private Wealth’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
-9,456
Closed -$221K 141
2021
Q4
$221K Sell
9,456
-16
-0.2% -$374 0.16% 117
2021
Q3
$204K Sell
9,472
-4
-0% -$86 0.18% 114
2021
Q2
$203K Buy
+9,476
New +$203K 0.2% 108