Chicago Partners Investment Group’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 | $461K | Sell |
15,063
-6
| -0% | -$184 | 0.01% | 634 |
|
|
2025
Q1 | $408K | Buy |
15,069
+14
| +0.1% | +$379 | 0.01% | 585 |
|
|
2024
Q4 | $429K | Sell |
15,055
-15,027
| -50% | -$428K | 0.01% | 549 |
|
|
2024
Q3 | $419K | Buy |
30,082
+15,034
| +100% | +$209K | 0.01% | 530 |
|
|
2024
Q2 | $393K | Buy |
15,048
+250
| +2% | +$6.53K | 0.02% | 528 |
|
|
2024
Q1 | $361K | Buy |
14,798
+190
| +1% | +$4.64K | 0.02% | 526 |
|
|
2023
Q4 | $342K | Hold |
14,608
| – | – | 0.02% | 514 |
|
|
2023
Q3 | $296K | Sell |
14,608
-4
| -0% | -$81 | 0.02% | 514 |
|
|
2023
Q2 | $318K | Buy |
14,612
+16
| +0.1% | +$348 | 0.02% | 515 |
|
|
2023
Q1 | $290K | Buy |
14,596
+16
| +0.1% | +$318 | 0.02% | 509 |
|
|
2022
Q4 | $293K | Buy |
+14,580
| New | +$293K | 0.02% | 481 |
|
|
2021
Q4 | – | Sell |
-11,776
| Closed | -$271K | – | 602 |
|
|
2021
Q3 | $271K | Hold |
11,776
| – | – | 0.02% | 463 |
|
|
2021
Q2 | $258K | Hold |
11,776
| – | – | 0.02% | 457 |
|
|
2021
Q1 | $246K | Hold |
11,776
| – | – | 0.02% | 442 |
|
|
2020
Q4 | $226K | Buy |
+11,776
| New | +$226K | 0.02% | 418 |
|