Creative Planning’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 | $101M | Buy |
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|
2025
Q2 | $92.2M | Buy |
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|
2025
Q1 | $23M | Buy |
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|
2024
Q4 | $3.19M | Buy |
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|
2024
Q3 | $2.84M | Buy |
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|
2024
Q2 | $2.55M | Buy |
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|
2024
Q1 | $2.15M | Buy |
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|
2023
Q4 | $1.65M | Sell |
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|
2023
Q3 | $1.5M | Buy |
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|
2023
Q2 | $1.29M | Buy |
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|
2023
Q1 | $999K | Sell |
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|
2022
Q4 | $1.32M | Sell |
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|
2022
Q3 | $1.38M | Buy |
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|
2022
Q2 | $1.11M | Buy |
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|
2022
Q1 | $462K | Buy |
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|
2021
Q4 | $460K | Buy |
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|
2021
Q3 | $241K | Sell |
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|
2021
Q2 | $401K | Buy |
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|
2021
Q1 | $200K | Buy |
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