Farther Finance Advisors’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 | $338K | Sell |
11,342
-11,413
| -50% | -$340K | 0.01% | 1113 |
|
|
2025
Q1 | $615K | Buy |
+22,755
| New | +$615K | 0.02% | 692 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 4134 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4120 |
|
|
2023
Q4 | – | Sell |
-300
| Closed | -$6.2K | – | 3600 |
|
|
2023
Q3 | $6.2K | Hold |
300
| – | – | ﹤0.01% | 1450 |
|
|
2023
Q2 | $6.42K | Sell |
300
-2,700
| -90% | -$57.8K | ﹤0.01% | 1340 |
|
|
2023
Q1 | $59.3K | Buy |
+3,000
| New | +$59.3K | 0.02% | 560 |
|