Atria Wealth Solutions’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $626K | Sell |
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|
2024
Q4 | $666K | Buy |
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|
2024
Q3 | $650K | Sell |
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|
2024
Q2 | $643K | Hold |
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|
2024
Q1 | $620K | Buy |
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|
2023
Q4 | $564K | Sell |
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|
2023
Q3 | $526K | Buy |
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|
2023
Q2 | $446K | Sell |
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|
2023
Q1 | $422K | Hold |
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|
2022
Q4 | $394K | Sell |
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|
2022
Q3 | $381K | Sell |
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|
2022
Q2 | $438K | Hold |
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|
2022
Q1 | $528K | Buy |
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