Corient Private Wealth’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 | $402K | Buy |
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|
2025
Q2 | $371K | Sell |
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|
2025
Q1 | $394K | Buy |
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $654K | Buy |
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|
2024
Q2 | $312K | Sell |
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|
2024
Q1 | $302K | Buy |
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|
2023
Q4 | $274K | Buy |
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|
2023
Q3 | $246K | Buy |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $307K | Buy |
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