AssetMark Inc’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 | $12.5K | Buy |
420
+204
| +94% | +$6.08K | ﹤0.01% | 1910 |
|
|
2025
Q1 | $5.82K | Buy |
216
+200
| +1,250% | +$5.38K | ﹤0.01% | 1961 |
|
|
2024
Q4 | $453 | Sell |
16
-268
| -94% | -$7.59K | ﹤0.01% | 2389 |
|
|
2024
Q3 | $7.85K | Buy |
284
+112
| +65% | +$3.1K | ﹤0.01% | 1663 |
|
|
2024
Q2 | $4.5K | Sell |
172
-304
| -64% | -$7.95K | ﹤0.01% | 1619 |
|
|
2024
Q1 | $12.1K | Hold |
476
| – | – | ﹤0.01% | 1353 |
|
|
2023
Q4 | $11K | Buy |
+476
| New | +$11K | ﹤0.01% | 1369 |
|
|
2022
Q3 | – | Sell |
-730
| Closed | -$13K | – | 1618 |
|
|
2022
Q2 | $13K | Buy |
+730
| New | +$13K | ﹤0.01% | 1192 |
|