Elevation Wealth Partners’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 | $917K | Buy |
30,757
+24,093
| +362% | +$718K | 0.36% | 49 |
|
|
2025
Q1 | $179K | Hold |
6,664
| – | – | 0.08% | 120 |
|
|
2024
Q4 | $189K | Hold |
6,664
| – | – | 0.08% | 116 |
|
|
2024
Q3 | $184K | Hold |
6,664
| – | – | 0.08% | 121 |
|
|
2024
Q2 | $174K | Hold |
6,664
| – | – | 0.08% | 117 |
|
|
2024
Q1 | $169K | Hold |
6,664
| – | – | 0.08% | 122 |
|
|
2023
Q4 | $138K | Buy |
+6,664
| New | +$138K | 0.08% | 125 |
|