CIBC Private Wealth Group’s Schwab 1000 Index ETF SCHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Hold |
3,700
| – | – | ﹤0.01% | 1343 |
|
|
2025
Q1 | $88.3K | Buy |
3,700
+3,048
| +467% | +$72.8K | ﹤0.01% | 1405 |
|
|
2024
Q4 | $18.6K | Hold |
652
| – | – | ﹤0.01% | 2081 |
|
|
2024
Q3 | $18K | Hold |
652
| – | – | ﹤0.01% | 2205 |
|
|
2024
Q2 | $17.4K | Buy |
+652
| New | +$17.4K | ﹤0.01% | 2086 |
|
|
2023
Q2 | – | Sell |
-20,076
| Closed | -$397K | – | 922 |
|
|
2023
Q1 | $397K | Buy |
20,076
+76
| +0.4% | +$1.5K | ﹤0.01% | 747 |
|
|
2022
Q4 | $369 | Buy |
+20,000
| New | +$369 | ﹤0.01% | 806 |
|