Blue Bell Private 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
Q3 | $435K | Sell |
|
|||||
|
2025
Q2 | $410K | Sell |
|
|||||
|
2025
Q1 | $376K | Hold |
|
|||||
|
2024
Q4 | $395K | Sell |
|
|||||
|
2024
Q3 | $387K | Sell |
|
|||||
|
2024
Q2 | $366K | Sell |
|
|||||
|
2024
Q1 | $360K | Sell |
|
|||||
|
2023
Q4 | $332K | Sell |
|
|||||
|
2023
Q3 | $305K | Sell |
|
|||||
|
2023
Q2 | $319K | Hold |
|
|||||
|
2023
Q1 | $295K | Sell |
|
|||||
|
2022
Q4 | $284K | Hold |
|
|||||
|
2022
Q3 | $266K | Sell |
|
|||||
|
2022
Q2 | $286K | Sell |
|
|||||
|
2022
Q1 | $347K | Sell |
|
|||||
|
2021
Q4 | $368K | Buy |
|
|||||
|
2021
Q3 | $328K | Buy |
|
|||||
|
2021
Q2 | $245K | Sell |
|
|||||
|
2021
Q1 | $235K | Buy |
|
|||||
|
2020
Q4 | $220K | Buy |
|
|||||
|
2020
Q3 | $192K | Sell |
|
|||||
|
2020
Q2 | $180K | Sell |
|
|||||
|
2020
Q1 | $153K | Sell |
|
|||||
|
2019
Q4 | $193K | Buy |
|
|||||
|
2019
Q3 | $161K | Sell |
|
|||||
|
2019
Q2 | $163K | Sell |
|
|||||
|
2019
Q1 | $157K | Sell |
|
|||||
|
2018
Q4 | $140K | Sell |
|
|||||
|
2018
Q3 | $218K | Sell |
|
|||||
|
2018
Q2 | $219K | Buy |
|
|||||
|
2018
Q1 | $179K | Buy |
|
|||||
|
2017
Q4 | $147K | Buy |
|