Creative Planning’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 | $92.2M | Buy |
3,092,202
+2,238,007
| +262% | +$66.7M | 0.08% | 105 |
|
|
2025
Q1 | $23M | Buy |
854,195
+741,459
| +658% | +$20M | 0.02% | 293 |
|
|
2024
Q4 | $3.19M | Buy |
112,736
+9,890
| +10% | +$280K | ﹤0.01% | 868 |
|
|
2024
Q3 | $2.84M | Buy |
102,846
+5,354
| +5% | +$148K | ﹤0.01% | 888 |
|
|
2024
Q2 | $2.55M | Buy |
97,492
+12,602
| +15% | +$330K | ﹤0.01% | 880 |
|
|
2024
Q1 | $2.15M | Buy |
84,890
+13,158
| +18% | +$333K | ﹤0.01% | 934 |
|
|
2023
Q4 | $1.65M | Sell |
71,732
-962
| -1% | -$22.2K | ﹤0.01% | 988 |
|
|
2023
Q3 | $1.5M | Buy |
72,694
+12,608
| +21% | +$260K | ﹤0.01% | 977 |
|
|
2023
Q2 | $1.29M | Buy |
60,086
+9,586
| +19% | +$205K | ﹤0.01% | 997 |
|
|
2023
Q1 | $999K | Sell |
50,500
-21,004
| -29% | -$415K | ﹤0.01% | 1076 |
|
|
2022
Q4 | $1.32M | Sell |
71,504
-8,182
| -10% | -$151K | ﹤0.01% | 902 |
|
|
2022
Q3 | $1.38M | Buy |
79,686
+18,638
| +31% | +$323K | ﹤0.01% | 816 |
|
|
2022
Q2 | $1.11M | Buy |
61,048
+40,078
| +191% | +$731K | ﹤0.01% | 925 |
|
|
2022
Q1 | $462K | Buy |
20,970
+1,224
| +6% | +$27K | ﹤0.01% | 1361 |
|
|
2021
Q4 | $460K | Buy |
19,746
+8,428
| +74% | +$196K | ﹤0.01% | 1358 |
|
|
2021
Q3 | $241K | Sell |
11,318
-7,490
| -40% | -$159K | ﹤0.01% | 1731 |
|
|
2021
Q2 | $401K | Buy |
18,808
+8,656
| +85% | +$185K | ﹤0.01% | 1394 |
|
|
2021
Q1 | $200K | Buy |
+10,152
| New | +$200K | ﹤0.01% | 2061 |
|