Evanson Asset Management’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 | $937K | Buy |
31,431
+10
| +0% | +$298 | 0.06% | 145 |
|
|
2025
Q1 | $846K | Sell |
31,421
-143
| -0.5% | -$3.85K | 0.06% | 138 |
|
|
2024
Q4 | $894K | Buy |
31,564
+166
| +0.5% | +$4.7K | 0.06% | 128 |
|
|
2024
Q3 | $868K | Buy |
31,398
+22
| +0.1% | +$608 | 0.06% | 132 |
|
|
2024
Q2 | $821K | Buy |
31,376
+1,302
| +4% | +$34.1K | 0.06% | 131 |
|
|
2024
Q1 | $762K | Buy |
30,074
+6
| +0% | +$152 | 0.06% | 138 |
|
|
2023
Q4 | $692K | Sell |
30,068
-294
| -1% | -$6.77K | 0.06% | 134 |
|
|
2023
Q3 | $627K | Buy |
30,362
+8
| +0% | +$165 | 0.06% | 135 |
|
|
2023
Q2 | $649K | Buy |
30,354
+8
| +0% | +$171 | 0.06% | 134 |
|
|
2023
Q1 | $600K | Buy |
30,346
+8
| +0% | +$158 | 0.06% | 135 |
|
|
2022
Q4 | $560K | Buy |
30,338
+10
| +0% | +$185 | 0.06% | 140 |
|
|
2022
Q3 | $525K | Buy |
30,328
+8
| +0% | +$138 | 0.06% | 143 |
|
|
2022
Q2 | $553K | Buy |
30,320
+314
| +1% | +$5.73K | 0.06% | 143 |
|
|
2022
Q1 | $661K | Buy |
30,006
+6
| +0% | +$132 | 0.06% | 136 |
|
|
2021
Q4 | $699K | Buy |
30,000
+8
| +0% | +$186 | 0.06% | 138 |
|
|
2021
Q3 | $639K | Buy |
29,992
+6
| +0% | +$128 | 0.07% | 146 |
|
|
2021
Q2 | $640K | Buy |
+29,986
| New | +$640K | 0.07% | 148 |
|