Everhart Financial Group’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
Q3 | $1.21M | Buy |
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|
2025
Q2 | $1.12M | Buy |
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|
2025
Q1 | $823K | Hold |
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|
2024
Q4 | $865K | Hold |
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|
2024
Q3 | $845K | Hold |
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|
2024
Q2 | $800K | Hold |
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|
2024
Q1 | $774K | Sell |
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|
2023
Q4 | $710K | Hold |
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|
2023
Q3 | $637K | Hold |
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|
2023
Q2 | $660K | Hold |
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|
2023
Q1 | $610K | Hold |
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|
2022
Q4 | $569K | Sell |
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|
2022
Q3 | $652K | Hold |
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|
2022
Q2 | $687K | Buy |
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|
2022
Q1 | $679K | Hold |
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|
2021
Q4 | $718K | Hold |
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|
2021
Q3 | $657K | Sell |
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|
2021
Q2 | $658K | Sell |
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|
2021
Q1 | $752K | Sell |
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|
2020
Q4 | $739K | Buy |
|