Aptus Capital 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 | $2.29M | Buy |
76,840
+1,140
| +2% | +$34K | 0.02% | 388 |
|
|
2025
Q1 | $2.04M | Sell |
75,700
-3,132
| -4% | -$84.3K | 0.02% | 388 |
|
|
2024
Q4 | $2.23M | Buy |
78,832
+5,050
| +7% | +$143K | 0.02% | 374 |
|
|
2024
Q3 | $1.02M | Sell |
73,782
-1,024
| -1% | -$14.2K | 0.02% | 406 |
|
|
2024
Q2 | $1.96M | Buy |
74,806
+6,406
| +9% | +$168K | 0.03% | 292 |
|
|
2024
Q1 | $1.73M | Buy |
68,400
+16,092
| +31% | +$408K | 0.03% | 311 |
|
|
2023
Q4 | $1.2M | Buy |
52,308
+22,648
| +76% | +$522K | 0.03% | 265 |
|
|
2023
Q3 | $612K | Buy |
29,660
+5,520
| +23% | +$114K | 0.02% | 345 |
|
|
2023
Q2 | $516K | Buy |
24,140
+7,070
| +41% | +$151K | 0.01% | 310 |
|
|
2023
Q1 | $338K | Buy |
17,070
+1,850
| +12% | +$36.6K | 0.01% | 372 |
|
|
2022
Q4 | $281K | Buy |
15,220
+7,240
| +91% | +$134K | 0.01% | 419 |
|
|
2022
Q3 | $138K | Buy |
7,980
+7,100
| +807% | +$123K | ﹤0.01% | 467 |
|
|
2022
Q2 | $16K | Buy |
880
+300
| +52% | +$5.46K | ﹤0.01% | 542 |
|
|
2022
Q1 | $13K | Buy |
580
+500
| +625% | +$11.2K | ﹤0.01% | 580 |
|
|
2021
Q4 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 530 |
|