Avant Capital’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 | $804K | Sell |
26,950
-1,120
| -4% | -$33.4K | 0.62% | 34 |
|
|
2025
Q1 | $756K | Buy |
28,070
+288
| +1% | +$7.75K | 0.63% | 32 |
|
|
2024
Q4 | $786K | Buy |
+27,782
| New | +$786K | 0.65% | 32 |
|
|
2023
Q3 | $572K | Buy |
27,686
+286
| +1% | +$5.91K | 0.65% | 32 |
|
|
2023
Q2 | $586K | Buy |
27,400
+1,818
| +7% | +$38.9K | 0.65% | 32 |
|
|
2023
Q1 | $506K | Sell |
25,582
-372
| -1% | -$7.36K | 0.58% | 35 |
|
|
2022
Q4 | $479K | Sell |
25,954
-354
| -1% | -$6.54K | 0.59% | 34 |
|
|
2022
Q3 | $455K | Buy |
26,308
+66
| +0.3% | +$1.14K | 0.61% | 34 |
|
|
2022
Q2 | $478K | Buy |
26,242
+62
| +0.2% | +$1.13K | 0.62% | 33 |
|
|
2022
Q1 | $576K | Buy |
26,180
+44
| +0.2% | +$968 | 0.64% | 33 |
|
|
2021
Q4 | $609K | Buy |
+26,136
| New | +$609K | 0.67% | 32 |
|