Crewe Advisors’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
Q2 | $601K | Buy |
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|
2025
Q1 | $542K | Buy |
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|
2024
Q4 | $569K | Buy |
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|
2024
Q3 | $555K | Buy |
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|
2024
Q2 | $524K | Hold |
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|
2024
Q1 | $508K | Buy |
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|
2023
Q4 | $461K | Buy |
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|
2023
Q3 | $407K | Buy |
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|
2023
Q2 | $398K | Buy |
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|
2023
Q1 | $348K | Buy |
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|
2022
Q4 | $324K | Sell |
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|
2022
Q3 | $355K | Buy |
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|
2022
Q2 | $374K | Buy |
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|
2022
Q1 | $450K | Buy |
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|
2021
Q4 | $474K | Buy |
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|
2021
Q3 | $359K | Buy |
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|
2021
Q2 | $360K | Buy |
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