Allworth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Sell |
14,004
-65
| -0.5% | -$1.94K | ﹤0.01% | 888 |
|
|
2025
Q1 | $371K | Buy |
14,069
+790
| +6% | +$20.8K | ﹤0.01% | 755 |
|
|
2024
Q4 | $390K | Buy |
13,279
+1,761
| +15% | +$51.7K | ﹤0.01% | 746 |
|
|
2024
Q3 | $318K | Sell |
11,518
-258
| -2% | -$7.13K | ﹤0.01% | 692 |
|
|
2024
Q2 | $311K | Buy |
11,776
+500
| +4% | +$13.2K | ﹤0.01% | 686 |
|
|
2024
Q1 | $286K | Buy |
11,276
+6
| +0.1% | +$152 | ﹤0.01% | 682 |
|
|
2023
Q4 | $260K | Sell |
11,270
-1,384
| -11% | -$31.9K | ﹤0.01% | 665 |
|
|
2023
Q3 | $261K | Buy |
12,654
+578
| +5% | +$11.9K | ﹤0.01% | 627 |
|
|
2023
Q2 | $258K | Buy |
12,076
+596
| +5% | +$12.8K | ﹤0.01% | 634 |
|
|
2023
Q1 | $227K | Buy |
11,480
+3,532
| +44% | +$69.8K | ﹤0.01% | 625 |
|
|
2022
Q4 | $147K | Buy |
7,948
+2,592
| +48% | +$47.9K | ﹤0.01% | 705 |
|
|
2022
Q3 | $93K | Buy |
5,356
+2,910
| +119% | +$50.5K | ﹤0.01% | 786 |
|
|
2022
Q2 | $45K | Buy |
2,446
+2,386
| +3,977% | +$43.9K | ﹤0.01% | 950 |
|
|
2022
Q1 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 2010 |
|