AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Buy |
4,096
+3,616
| +753% | +$108K | ﹤0.01% | 1433 |
|
|
2025
Q1 | $12.9K | Sell |
480
-1,021
| -68% | -$27.5K | ﹤0.01% | 1821 |
|
|
2024
Q4 | $42.5K | Buy |
+1,501
| New | +$42.5K | ﹤0.01% | 1584 |
|
|
2019
Q3 | – | Sell |
-19,108
| Closed | -$276K | – | 1051 |
|
|
2019
Q2 | $276K | Sell |
19,108
-30,716
| -62% | -$444K | 0.01% | 788 |
|
|
2019
Q1 | $693K | Buy |
+49,824
| New | +$693K | 0.05% | 279 |
|