Axxcess Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,454
| Closed | -$201K | – | 922 |
|
|
2025
Q1 | $201K | Hold |
7,454
| – | – | 0.01% | 812 |
|
|
2024
Q4 | $211K | Sell |
7,454
-370
| -5% | -$10.5K | 0.01% | 803 |
|
|
2024
Q3 | $216K | Sell |
7,824
-262
| -3% | -$7.24K | 0.01% | 815 |
|
|
2024
Q2 | $212K | Sell |
8,086
-2,190
| -21% | -$57.3K | 0.01% | 782 |
|
|
2024
Q1 | $260K | Sell |
10,276
-4,024
| -28% | -$102K | 0.01% | 711 |
|
|
2023
Q4 | $329K | Sell |
14,300
-4,968
| -26% | -$114K | 0.01% | 621 |
|
|
2023
Q3 | $398K | Sell |
19,268
-820
| -4% | -$16.9K | 0.01% | 530 |
|
|
2023
Q2 | $430K | Sell |
20,088
-15,266
| -43% | -$327K | 0.03% | 381 |
|
|
2023
Q1 | $699K | Sell |
35,354
-6,986
| -16% | -$138K | 0.05% | 294 |
|
|
2022
Q4 | $782K | Sell |
42,340
-2,650
| -6% | -$48.9K | 0.06% | 266 |
|
|
2022
Q3 | $779K | Buy |
44,990
+12,056
| +37% | +$209K | 0.07% | 230 |
|
|
2022
Q2 | $600K | Sell |
32,934
-26,764
| -45% | -$488K | 0.06% | 263 |
|
|
2022
Q1 | $1.31M | Sell |
59,698
-9,486
| -14% | -$209K | 0.1% | 169 |
|
|
2021
Q4 | $1.61M | Buy |
+69,184
| New | +$1.61M | 0.12% | 138 |
|