Beacon Pointe Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $464K | Buy |
15,563
+495
| +3% | +$14.8K | ﹤0.01% | 891 |
|
|
2025
Q1 | $406K | Buy |
15,068
+10
| +0.1% | +$269 | ﹤0.01% | 901 |
|
|
2024
Q4 | $426K | Buy |
15,058
+14
| +0.1% | +$396 | ﹤0.01% | 868 |
|
|
2024
Q3 | $416K | Buy |
15,044
+20
| +0.1% | +$553 | ﹤0.01% | 903 |
|
|
2024
Q2 | $393K | Sell |
15,024
-2,886
| -16% | -$75.5K | ﹤0.01% | 946 |
|
|
2024
Q1 | $454K | Buy |
+17,910
| New | +$454K | 0.01% | 936 |
|
|
2022
Q2 | – | Sell |
-30,446
| Closed | -$670K | – | 1191 |
|
|
2022
Q1 | $670K | Buy |
+30,446
| New | +$670K | 0.01% | 726 |
|