Ancora Advisors’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 | $683K | Hold |
22,916
| – | – | 0.01% | 467 |
|
|
2025
Q1 | $617K | Hold |
22,916
| – | – | 0.01% | 472 |
|
|
2024
Q4 | $649K | Sell |
22,916
-3,450
| -13% | -$97.7K | 0.01% | 466 |
|
|
2024
Q3 | $729K | Hold |
26,366
| – | – | 0.02% | 439 |
|
|
2024
Q2 | $690K | Hold |
26,366
| – | – | 0.02% | 437 |
|
|
2024
Q1 | $668K | Hold |
26,366
| – | – | 0.02% | 452 |
|
|
2023
Q4 | $607K | Hold |
26,366
| – | – | 0.01% | 456 |
|
|
2023
Q3 | $544K | Hold |
26,366
| – | – | 0.01% | 442 |
|
|
2023
Q2 | $564K | Hold |
26,366
| – | – | 0.01% | 434 |
|
|
2023
Q1 | $521K | Hold |
26,366
| – | – | 0.01% | 459 |
|
|
2022
Q4 | $487K | Buy |
+26,366
| New | +$487K | 0.01% | 484 |
|