Collective Family Office’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 | $694K | Sell |
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|
2025
Q2 | $675K | Sell |
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|
2025
Q1 | $741K | Sell |
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|
2024
Q4 | $924K | Hold |
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|
2024
Q3 | $902K | Sell |
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|
2024
Q2 | $1.19M | Sell |
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|
2024
Q1 | $1.21M | Buy |
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|
2023
Q4 | $1.1M | Sell |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $344K | Sell |
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|
2022
Q4 | $399K | Buy |
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