Bell Investment Advisors’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 | $15.4K | Buy |
516
+1
| +0.2% | +$30 | ﹤0.01% | 512 |
|
2025
Q1 | $13.9K | Sell |
515
-1
| -0.2% | -$27 | ﹤0.01% | 491 |
|
2024
Q4 | $14.6K | Buy |
516
+2
| +0.4% | +$57 | ﹤0.01% | 469 |
|
2024
Q3 | $14.2K | Buy |
514
+2
| +0.4% | +$55 | ﹤0.01% | 494 |
|
2024
Q2 | $13.4K | Sell |
512
-4
| -0.8% | -$105 | ﹤0.01% | 501 |
|
2024
Q1 | $13.1K | Buy |
+516
| New | +$13.1K | ﹤0.01% | 492 |
|