Choate Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.9K | Buy |
+870
| New | +$25.9K | ﹤0.01% | 453 |
|
|
2023
Q4 | – | Sell |
-870
| Closed | -$18K | – | 449 |
|
|
2023
Q3 | $18K | Hold |
870
| – | – | ﹤0.01% | 417 |
|
|
2023
Q2 | $18.6K | Hold |
870
| – | – | ﹤0.01% | 332 |
|
|
2023
Q1 | $17.2K | Hold |
870
| – | – | ﹤0.01% | 310 |
|
|
2022
Q4 | $16.1K | Hold |
870
| – | – | ﹤0.01% | 321 |
|
|
2022
Q3 | $15K | Hold |
870
| – | – | ﹤0.01% | 285 |
|
|
2022
Q2 | $16K | Hold |
870
| – | – | ﹤0.01% | 302 |
|
|
2022
Q1 | $19K | Hold |
870
| – | – | ﹤0.01% | 343 |
|
|
2021
Q4 | $20K | Buy |
+870
| New | +$20K | ﹤0.01% | 327 |
|