Everhart Financial Group’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 | $1.12M | Buy |
37,412
+6,844
| +22% | +$204K | 0.13% | 109 |
|
|
2025
Q1 | $823K | Hold |
30,568
| – | – | 0.11% | 132 |
|
|
2024
Q4 | $865K | Hold |
30,568
| – | – | 0.18% | 116 |
|
|
2024
Q3 | $845K | Hold |
30,568
| – | – | 0.19% | 119 |
|
|
2024
Q2 | $800K | Hold |
30,568
| – | – | 0.21% | 100 |
|
|
2024
Q1 | $774K | Sell |
30,568
-266
| -0.9% | -$6.74K | 0.23% | 93 |
|
|
2023
Q4 | $710K | Hold |
30,834
| – | – | 0.25% | 81 |
|
|
2023
Q3 | $637K | Hold |
30,834
| – | – | 0.27% | 77 |
|
|
2023
Q2 | $660K | Hold |
30,834
| – | – | 0.27% | 76 |
|
|
2023
Q1 | $610K | Hold |
30,834
| – | – | 0.27% | 73 |
|
|
2022
Q4 | $569K | Sell |
30,834
-6,844
| -18% | -$126K | 0.29% | 78 |
|
|
2022
Q3 | $652K | Hold |
37,678
| – | – | 0.36% | 53 |
|
|
2022
Q2 | $687K | Buy |
37,678
+6,844
| +22% | +$125K | 0.42% | 47 |
|
|
2022
Q1 | $679K | Hold |
30,834
| – | – | 0.39% | 52 |
|
|
2021
Q4 | $718K | Hold |
30,834
| – | – | 0.43% | 46 |
|
|
2021
Q3 | $657K | Sell |
30,834
-10
| -0% | -$213 | 0.45% | 46 |
|
|
2021
Q2 | $658K | Sell |
30,844
-7,262
| -19% | -$155K | 0.45% | 45 |
|
|
2021
Q1 | $752K | Sell |
38,106
-1,438
| -4% | -$28.4K | 0.66% | 36 |
|
|
2020
Q4 | $739K | Buy |
+39,544
| New | +$739K | 0.68% | 33 |
|