Cerity Partners’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 | $3.42M | Buy |
114,639
+22,014
| +24% | +$656K | 0.01% | 981 |
|
|
2025
Q1 | $2.49M | Sell |
92,625
-1,483
| -2% | -$39.9K | 0.01% | 1009 |
|
|
2024
Q4 | $2.66M | Buy |
94,108
+80
| +0.1% | +$2.27K | 0.01% | 980 |
|
|
2024
Q3 | $2.6M | Sell |
94,028
-412
| -0.4% | -$11.4K | 0.01% | 972 |
|
|
2024
Q2 | $2.47M | Hold |
94,440
| – | – | 0.01% | 826 |
|
|
2024
Q1 | $2.39M | Sell |
94,440
-1,406
| -1% | -$35.6K | 0.01% | 896 |
|
|
2023
Q4 | $2.21M | Buy |
+95,846
| New | +$2.21M | 0.01% | 739 |
|
|
2023
Q3 | – | Sell |
-85,270
| Closed | -$1.82M | – | 1660 |
|
|
2023
Q2 | $1.82M | Buy |
85,270
+126
| +0.1% | +$2.7K | 0.01% | 746 |
|
|
2023
Q1 | $1.68M | Sell |
85,144
-106
| -0.1% | -$2.1K | ﹤0.01% | 778 |
|
|
2022
Q4 | $1.57M | Buy |
85,250
+73,636
| +634% | +$1.36M | 0.01% | 575 |
|
|
2022
Q3 | $201K | Sell |
11,614
-72,474
| -86% | -$1.25M | ﹤0.01% | 1056 |
|
|
2022
Q2 | $1.53M | Buy |
84,088
+26,696
| +47% | +$487K | 0.02% | 462 |
|
|
2022
Q1 | $1.26M | Sell |
57,392
-112
| -0.2% | -$2.47K | 0.02% | 406 |
|
|
2021
Q4 | $1.34M | Buy |
+57,504
| New | +$1.34M | 0.02% | 387 |
|