Crewe Advisors’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 | $601K | Buy |
20,153
+22
| +0.1% | +$656 | 0.09% | 80 |
|
|
2025
Q1 | $542K | Buy |
20,131
+23
| +0.1% | +$619 | 0.08% | 75 |
|
|
2024
Q4 | $569K | Buy |
20,108
+24
| +0.1% | +$679 | 0.08% | 73 |
|
|
2024
Q3 | $555K | Buy |
20,084
+46
| +0.2% | +$1.27K | 0.06% | 78 |
|
|
2024
Q2 | $524K | Hold |
20,038
| – | – | 0.06% | 99 |
|
|
2024
Q1 | $508K | Buy |
20,038
+24
| +0.1% | +$608 | 0.06% | 98 |
|
|
2023
Q4 | $461K | Buy |
20,014
+308
| +2% | +$7.09K | 0.07% | 52 |
|
|
2023
Q3 | $407K | Buy |
19,706
+1,126
| +6% | +$23.3K | 0.07% | 50 |
|
|
2023
Q2 | $398K | Buy |
18,580
+1,000
| +6% | +$21.4K | 0.06% | 90 |
|
|
2023
Q1 | $348K | Buy |
17,580
+20
| +0.1% | +$396 | 0.05% | 109 |
|
|
2022
Q4 | $324K | Sell |
17,560
-2,954
| -14% | -$54.5K | 0.05% | 108 |
|
|
2022
Q3 | $355K | Buy |
20,514
+22
| +0.1% | +$381 | 0.06% | 92 |
|
|
2022
Q2 | $374K | Buy |
20,492
+70
| +0.3% | +$1.28K | 0.08% | 77 |
|
|
2022
Q1 | $450K | Buy |
20,422
+66
| +0.3% | +$1.45K | 0.09% | 58 |
|
|
2021
Q4 | $474K | Buy |
20,356
+3,490
| +21% | +$81.3K | 0.1% | 47 |
|
|
2021
Q3 | $359K | Buy |
16,866
+4
| +0% | +$85 | 0.08% | 45 |
|
|
2021
Q2 | $360K | Buy |
+16,862
| New | +$360K | 0.09% | 42 |
|