Allworth Financial’s Schwab 1000 Index ETF SCHK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$418K Sell
2025
Q1
$371K Buy
2024
Q4
$390K Buy
2024
Q3
$318K Sell
2024
Q2
$311K Buy
2024
Q1
$286K Buy
2023
Q4
$260K Sell
2023
Q3
$261K Buy
2023
Q2
$258K Buy
2023
Q1
$227K Buy
2022
Q4
$147K Buy
2022
Q3
$93K Buy
2022
Q2
$45K Buy
2022
Q1
$1K Buy