Atlas 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 | $64.2K | Hold |
2,154
| – | – | 0.01% | 592 |
|
|
2025
Q1 | $58K | Hold |
2,154
| – | – | 0.01% | 610 |
|
|
2024
Q4 | $61K | Sell |
2,154
-428
| -17% | -$12.1K | 0.01% | 574 |
|
|
2024
Q3 | $71.4K | Hold |
2,582
| – | – | 0.01% | 531 |
|
|
2024
Q2 | $67.6K | Sell |
2,582
-244
| -9% | -$6.38K | 0.01% | 549 |
|
|
2024
Q1 | $71.6K | Hold |
2,826
| – | – | 0.01% | 521 |
|
|
2023
Q4 | $65.1K | Sell |
2,826
-150
| -5% | -$3.45K | 0.01% | 555 |
|
|
2023
Q3 | $61.5K | Hold |
2,976
| – | – | 0.01% | 513 |
|
|
2023
Q2 | $63.7K | Sell |
2,976
-2,878
| -49% | -$61.6K | 0.01% | 540 |
|
|
2023
Q1 | $116K | Sell |
5,854
-3,488
| -37% | -$69K | 0.02% | 443 |
|
|
2022
Q4 | $173K | Sell |
9,342
-2,488
| -21% | -$45.9K | 0.03% | 362 |
|
|
2022
Q3 | $205K | Buy |
11,830
+648
| +6% | +$11.2K | 0.04% | 337 |
|
|
2022
Q2 | $204K | Sell |
11,182
-2,000
| -15% | -$36.5K | 0.03% | 367 |
|
|
2022
Q1 | $290K | Sell |
13,182
-1,446
| -10% | -$31.8K | 0.05% | 293 |
|
|
2021
Q4 | $341K | Buy |
14,628
+616
| +4% | +$14.3K | 0.05% | 281 |
|
|
2021
Q3 | $298K | Sell |
14,012
-118
| -0.8% | -$2.51K | 0.05% | 286 |
|
|
2021
Q2 | $301K | Sell |
14,130
-7,838
| -36% | -$167K | 0.05% | 292 |
|
|
2021
Q1 | $433K | Buy |
21,968
+360
| +2% | +$7.1K | 0.08% | 223 |
|
|
2020
Q4 | $404K | Sell |
21,608
-1,646
| -7% | -$30.8K | 0.08% | 208 |
|
|
2020
Q3 | $383K | Sell |
23,254
-3,984
| -15% | -$65.7K | 0.09% | 217 |
|
|
2020
Q2 | $413K | Buy |
27,238
+580
| +2% | +$8.8K | 0.1% | 204 |
|
|
2020
Q1 | $334K | Buy |
26,658
+1,566
| +6% | +$19.6K | 0.1% | 207 |
|
|
2019
Q4 | $396K | Buy |
25,092
+1,138
| +5% | +$18K | 0.1% | 222 |
|
|
2019
Q3 | $349K | Buy |
23,954
+17,770
| +287% | +$259K | 0.11% | 238 |
|
|
2019
Q2 | $89.3K | Buy |
+6,184
| New | +$89.3K | 0.03% | 405 |
|