EWM
Empirical Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
9,281
-1,166
| -11% | -$34.8K | 0.01% | 552 |
|
|
2025
Q1 | $281K | Hold |
10,447
| – | – | 0.01% | 530 |
|
|
2024
Q4 | $296K | Buy |
10,447
+5,223
| +100% | +$148K | 0.01% | 503 |
|
|
2024
Q3 | $289K | Buy |
5,224
+151
| +3% | +$8.35K | 0.01% | 468 |
|
|
2024
Q2 | $265K | Buy |
5,073
+229
| +5% | +$12K | 0.01% | 475 |
|
|
2024
Q1 | $245K | Sell |
4,844
-837
| -15% | -$42.4K | 0.01% | 469 |
|
|
2023
Q4 | $262K | Sell |
5,681
-995
| -15% | -$45.8K | 0.01% | 423 |
|
|
2023
Q3 | $276K | Buy |
6,676
+661
| +11% | +$27.3K | 0.01% | 384 |
|
|
2023
Q2 | $257K | Buy |
+6,015
| New | +$257K | 0.01% | 393 |
|