Zhang Financial’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
-39,820
Closed -$689K 237
2022
Q3
$689K Hold
39,820
0.1% 107
2022
Q2
$726K Buy
39,820
+2,318
+6% +$42.3K 0.12% 104
2022
Q1
$826K Buy
+37,502
New +$826K 0.14% 94