Blue Trust Inc’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
$17.9K Hold
601
﹤0.01% 1715
2025
Q1
$16.2K Sell
601
-547
-48% -$14.7K ﹤0.01% 1717
2024
Q4
$32.5K Hold
1,148
﹤0.01% 1482
2024
Q3
$30K Hold
1,148
﹤0.01% 1784
2024
Q2
$29.1K Hold
1,148
﹤0.01% 1504
2024
Q1
$29.1K Sell
1,148
-436
-28% -$11K ﹤0.01% 1109
2023
Q4
$33K Hold
1,584
﹤0.01% 1103
2023
Q3
$34K Buy
+1,584
New +$34K ﹤0.01% 991
2023
Q1
Sell
-3,424
Closed -$59K 2587
2022
Q4
$59K Hold
3,424
﹤0.01% 853
2022
Q3
$62K Buy
+3,424
New +$62K ﹤0.01% 679