Adamsbrown Wealth Consultants’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 | $213K | Buy |
+7,131
| New | +$213K | 0.06% | 101 |
|
|
2025
Q1 | – | Sell |
-7,095
| Closed | -$201K | – | 103 |
|
|
2024
Q4 | $201K | Buy |
+7,095
| New | +$201K | 0.07% | 95 |
|
|
2022
Q3 | – | Sell |
-20,478
| Closed | -$373K | – | 86 |
|
|
2022
Q2 | $373K | Sell |
20,478
-12,744
| -38% | -$232K | 0.29% | 50 |
|
|
2022
Q1 | $731K | Sell |
33,222
-2,470
| -7% | -$54.3K | 0.58% | 33 |
|
|
2021
Q4 | $831K | Buy |
+35,692
| New | +$831K | 0.75% | 27 |
|