Financial Engines Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.39B | Sell |
46,607,159
-364,700
| -0.8% | -$10.9M | 2.77% | 13 |
|
2025
Q1 | $1.26B | Sell |
46,971,859
-744,251
| -2% | -$20M | 2.71% | 14 |
|
2024
Q4 | $1.35B | Buy |
47,716,110
+19,115,413
| +67% | +$541M | 2.84% | 13 |
|
2024
Q3 | $1.34B | Buy |
28,600,697
+4,445,091
| +18% | +$208M | 2.8% | 13 |
|
2024
Q2 | $1.27B | Sell |
24,155,606
-211,418
| -0.9% | -$11.1M | 2.82% | 13 |
|
2024
Q1 | $1.23B | Sell |
24,367,024
-788,109
| -3% | -$39.9M | 2.78% | 13 |
|
2023
Q4 | $1.16B | Buy |
25,155,133
+367,702
| +1% | +$16.9M | 2.73% | 14 |
|
2023
Q3 | $1.02B | Buy |
24,787,431
+791,222
| +3% | +$32.7M | 2.69% | 14 |
|
2023
Q2 | $1.03B | Buy |
23,996,209
+693,214
| +3% | +$29.7M | 2.6% | 15 |
|
2023
Q1 | $922M | Buy |
23,302,995
+1,996,736
| +9% | +$79M | 2.45% | 15 |
|
2022
Q4 | $787M | Buy |
21,306,259
+4,484,093
| +27% | +$166M | 2.25% | 15 |
|
2022
Q3 | $582M | Buy |
16,822,166
+752,238
| +5% | +$26M | 1.9% | 19 |
|
2022
Q2 | $586M | Buy |
16,069,928
+1,116,405
| +7% | +$40.7M | 1.79% | 20 |
|
2022
Q1 | $658M | Buy |
14,953,523
+1,370,537
| +10% | +$60.3M | 1.76% | 20 |
|
2021
Q4 | $633M | Buy |
13,582,986
+1,571,002
| +13% | +$73.2M | 1.68% | 21 |
|
2021
Q3 | $512M | Buy |
12,011,984
+1,092,819
| +10% | +$46.6M | 1.51% | 23 |
|
2021
Q2 | $466M | Buy |
10,919,165
+1,554,587
| +17% | +$66.3M | 1.35% | 23 |
|
2021
Q1 | $369M | Buy |
9,364,578
+1,681,860
| +22% | +$66.3M | 1.15% | 26 |
|
2020
Q4 | $287M | Buy |
7,682,718
+2,429,881
| +46% | +$90.9M | 0.98% | 28 |
|
2020
Q3 | $173M | Buy |
5,252,837
+1,603,302
| +44% | +$52.9M | 0.69% | 30 |
|
2020
Q2 | $111M | Buy |
3,649,535
+2,985,205
| +449% | +$90.6M | 0.48% | 34 |
|
2020
Q1 | $16.7M | Buy |
664,330
+518,450
| +355% | +$13M | 0.09% | 48 |
|
2019
Q4 | $4.61M | Buy |
145,880
+133,769
| +1,105% | +$4.22M | 0.02% | 61 |
|
2019
Q3 | $353K | Buy |
12,111
+3,894
| +47% | +$113K | ﹤0.01% | 110 |
|
2019
Q2 | $237K | Buy |
+8,217
| New | +$237K | ﹤0.01% | 96 |
|
2019
Q1 | – | Sell |
-34,866
| Closed | -$1.85M | – | 111 |
|
2018
Q4 | $1.85M | Buy |
+34,866
| New | +$1.85M | 0.01% | 67 |
|