Cetera Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.46M | Buy |
57,450
+30,780
| +115% | +$780K | 0.01% | 975 |
|
|
2023
Q4 | $614K | Sell |
26,670
-46
| -0.2% | -$1.06K | 0.01% | 1013 |
|
|
2023
Q3 | $552K | Buy |
26,716
+4,926
| +23% | +$102K | 0.01% | 1002 |
|
|
2023
Q2 | $466K | Sell |
21,790
-2,824
| -11% | -$60.4K | 0.01% | 1096 |
|
|
2023
Q1 | $487K | Buy |
24,614
+920
| +4% | +$18.2K | 0.01% | 1033 |
|
|
2022
Q4 | $438K | Hold |
23,694
| – | – | 0.01% | 1047 |
|
|
2022
Q3 | $410K | Hold |
23,694
| – | – | 0.01% | 868 |
|
|
2022
Q2 | $432K | Hold |
23,694
| – | – | 0.01% | 907 |
|
|
2022
Q1 | $522K | Sell |
23,694
-7,656
| -24% | -$169K | 0.01% | 861 |
|
|
2021
Q4 | $730K | Hold |
31,350
| – | – | 0.01% | 725 |
|
|
2021
Q3 | $668K | Hold |
31,350
| – | – | 0.01% | 757 |
|
|
2021
Q2 | $669K | Buy |
+31,350
| New | +$669K | 0.02% | 696 |
|