Axxcess Wealth Management’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
Q4 | $292K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $201K | Hold |
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|
2024
Q4 | $211K | Sell |
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|
2024
Q3 | $216K | Sell |
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|
2024
Q2 | $212K | Sell |
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|
2024
Q1 | $260K | Sell |
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|
2023
Q4 | $329K | Sell |
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|
2023
Q3 | $398K | Sell |
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|
2023
Q2 | $430K | Sell |
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|
2023
Q1 | $699K | Sell |
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|
2022
Q4 | $782K | Sell |
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|
2022
Q3 | $779K | Buy |
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|
2022
Q2 | $600K | Sell |
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|
2022
Q1 | $1.31M | Sell |
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|
2021
Q4 | $1.61M | Buy |
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