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 |
|