Clearstead Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.09M | Buy |
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|
2025
Q2 | $993K | Buy |
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|
2025
Q1 | $837K | Buy |
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|
2024
Q4 | $755K | Buy |
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|
2024
Q3 | $607K | Buy |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $15.6K | Buy |
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|
2022
Q3 | $15K | Buy |
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|
2022
Q2 | $15K | Buy |
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|
2022
Q1 | $18K | Buy |
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