Clearstead 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 | $993K | Buy |
33,313
+2,218
| +7% | +$66.1K | 0.01% | 442 |
|
|
2025
Q1 | $837K | Buy |
31,095
+4,422
| +17% | +$119K | 0.01% | 453 |
|
|
2024
Q4 | $755K | Buy |
26,673
+4,707
| +21% | +$133K | 0.01% | 474 |
|
|
2024
Q3 | $607K | Buy |
21,966
+11,308
| +106% | +$313K | 0.01% | 524 |
|
|
2024
Q2 | $279K | Buy |
10,658
+640
| +6% | +$16.7K | ﹤0.01% | 712 |
|
|
2024
Q1 | $252K | Buy |
+10,018
| New | +$252K | 0.01% | 434 |
|
|
2023
Q1 | – | Sell |
-844
| Closed | -$15.6K | – | 1423 |
|
|
2022
Q4 | $15.6K | Buy |
844
+4
| +0.5% | +$74 | ﹤0.01% | 840 |
|
|
2022
Q3 | $15K | Buy |
840
+4
| +0.5% | +$71 | ﹤0.01% | 819 |
|
|
2022
Q2 | $15K | Buy |
836
+4
| +0.5% | +$72 | ﹤0.01% | 860 |
|
|
2022
Q1 | $18K | Buy |
+832
| New | +$18K | ﹤0.01% | 888 |
|