Capital Advisors Ltd’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 | $48K | Hold |
1,600
| – | – | 0.01% | 476 |
|
|
2025
Q1 | $43K | Hold |
1,600
| – | – | 0.01% | 492 |
|
|
2024
Q4 | $45K | Hold |
1,600
| – | – | 0.01% | 478 |
|
|
2024
Q3 | $44K | Hold |
1,600
| – | – | 0.01% | 480 |
|
|
2024
Q2 | $42K | Hold |
1,600
| – | – | 0.01% | 476 |
|
|
2024
Q1 | $41K | Hold |
1,600
| – | – | 0.01% | 473 |
|
|
2023
Q4 | $37K | Hold |
1,600
| – | – | 0.01% | 471 |
|
|
2023
Q3 | $33K | Hold |
1,600
| – | – | 0.01% | 472 |
|
|
2023
Q2 | $34K | Hold |
1,600
| – | – | 0.01% | 481 |
|
|
2023
Q1 | $32K | Hold |
1,600
| – | – | 0.01% | 417 |
|
|
2022
Q4 | $30K | Buy |
+1,600
| New | +$30K | 0.01% | 423 |
|