Atria Wealth Solutions’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 | – | Sell |
-23,236
| Closed | -$626K | – | 1838 |
|
|
2025
Q1 | $626K | Sell |
23,236
-287
| -1% | -$7.73K | 0.01% | 1085 |
|
|
2024
Q4 | $666K | Buy |
23,523
+13
| +0.1% | +$368 | 0.01% | 1103 |
|
|
2024
Q3 | $650K | Sell |
23,510
-972
| -4% | -$26.9K | 0.01% | 1106 |
|
|
2024
Q2 | $643K | Hold |
24,482
| – | – | 0.01% | 1102 |
|
|
2024
Q1 | $620K | Buy |
24,482
+14
| +0.1% | +$355 | 0.01% | 1147 |
|
|
2023
Q4 | $564K | Sell |
24,468
-984
| -4% | -$22.7K | 0.01% | 1139 |
|
|
2023
Q3 | $526K | Buy |
25,452
+4,622
| +22% | +$95.4K | 0.01% | 1102 |
|
|
2023
Q2 | $446K | Sell |
20,830
-500
| -2% | -$10.7K | 0.01% | 1208 |
|
|
2023
Q1 | $422K | Hold |
21,330
| – | – | 0.01% | 1225 |
|
|
2022
Q4 | $394K | Sell |
21,330
-670
| -3% | -$12.4K | 0.01% | 1199 |
|
|
2022
Q3 | $381K | Sell |
22,000
-2,000
| -8% | -$34.6K | 0.01% | 1164 |
|
|
2022
Q2 | $438K | Hold |
24,000
| – | – | 0.01% | 1016 |
|
|
2022
Q1 | $528K | Buy |
+24,000
| New | +$528K | 0.01% | 1046 |
|