Collective Family Office’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 | $675K | Sell |
22,650
-4,860
| -18% | -$145K | 0.17% | 94 |
|
|
2025
Q1 | $741K | Sell |
27,510
-5,114
| -16% | -$138K | 0.2% | 84 |
|
|
2024
Q4 | $924K | Hold |
32,624
| – | – | 0.25% | 80 |
|
|
2024
Q3 | $902K | Sell |
32,624
-12,760
| -28% | -$353K | 0.25% | 81 |
|
|
2024
Q2 | $1.19M | Sell |
45,384
-2,280
| -5% | -$59.7K | 0.35% | 66 |
|
|
2024
Q1 | $1.21M | Buy |
47,664
+2
| +0% | +$51 | 0.39% | 59 |
|
|
2023
Q4 | $1.1M | Sell |
47,662
-5,400
| -10% | -$124K | 0.39% | 60 |
|
|
2023
Q3 | $1.1M | Buy |
53,062
+4,100
| +8% | +$84.7K | 0.43% | 56 |
|
|
2023
Q2 | $1.05M | Buy |
48,962
+31,552
| +181% | +$675K | 0.41% | 58 |
|
|
2023
Q1 | $344K | Sell |
17,410
-4,200
| -19% | -$83.1K | 0.14% | 124 |
|
|
2022
Q4 | $399K | Buy |
+21,610
| New | +$399K | 0.18% | 108 |
|