Financial Engines Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.37B | Sell |
43,613,251
-65,732
| -0.2% | -$2.15M | 2.77% | 13 |
|
|
2025
Q4 | $1.43B | Sell |
43,678,983
-950,021
| -2% | -$30.9M | 2.71% | 14 |
|
|
2025
Q3 | $1.43B | Sell |
44,629,004
-1,978,155
| -4% | -$61.2M | 2.74% | 13 |
|
|
2025
Q2 | $1.39B | Sell |
46,607,159
-364,700
| -0.8% | -$10.1M | 2.77% | 13 |
|
|
2025
Q1 | $1.26B | Sell |
46,971,859
-744,251
| -2% | -$21.1M | 2.71% | 14 |
|
|
2024
Q4 | $1.35B | Sell |
47,716,110
-9,485,284
| -17% | -$270M | 2.84% | 13 |
|
|
2024
Q3 | $1.34B | Buy |
57,201,394
+8,890,182
| +18% | +$237M | 2.8% | 13 |
|
|
2024
Q2 | $1.27B | Sell |
48,311,212
-422,836
| -0.9% | -$10.7M | 2.82% | 13 |
|
|
2024
Q1 | $1.23B | Sell |
48,734,048
-1,576,218
| -3% | -$38M | 2.78% | 13 |
|
|
2023
Q4 | $1.16B | Buy |
50,310,266
+735,404
| +1% | +$15.8M | 2.73% | 14 |
|
|
2023
Q3 | $1.02B | Buy |
49,574,862
+1,582,444
| +3% | +$34M | 2.69% | 14 |
|
|
2023
Q2 | $1.03B | Buy |
47,992,418
+1,386,428
| +3% | +$28M | 2.6% | 15 |
|
|
2023
Q1 | $922M | Buy |
46,605,990
+3,993,472
| +9% | +$77.1M | 2.45% | 15 |
|
|
2022
Q4 | $787M | Buy |
42,612,518
+8,968,186
| +27% | +$167M | 2.25% | 15 |
|
|
2022
Q3 | $582M | Buy |
33,644,332
+1,504,476
| +5% | +$28.9M | 1.9% | 19 |
|
|
2022
Q2 | $586M | Buy |
32,139,856
+2,232,810
| +7% | +$44.3M | 1.79% | 20 |
|
|
2022
Q1 | $658M | Buy |
29,907,046
+2,741,074
| +10% | +$59.5M | 1.76% | 20 |
|
|
2021
Q4 | $633M | Buy |
27,165,972
+3,142,004
| +13% | +$71.3M | 1.68% | 21 |
|
|
2021
Q3 | $512M | Buy |
24,023,968
+2,185,638
| +10% | +$47.9M | 1.51% | 23 |
|
|
2021
Q2 | $466M | Buy |
21,838,330
+3,109,174
| +17% | +$64.5M | 1.35% | 23 |
|
|
2021
Q1 | $369M | Buy |
18,729,156
+3,363,720
| +22% | +$64.9M | 1.15% | 26 |
|
|
2020
Q4 | $287M | Buy |
15,365,436
+4,859,762
| +46% | +$85.6M | 0.98% | 28 |
|
|
2020
Q3 | $173M | Buy |
10,505,674
+3,206,604
| +44% | +$52.3M | 0.69% | 30 |
|
|
2020
Q2 | $111M | Buy |
7,299,070
+5,970,410
| +449% | +$85.5M | 0.48% | 34 |
|
|
2020
Q1 | $16.7M | Buy |
1,328,660
+1,036,900
| +355% | +$15.5M | 0.09% | 48 |
|
|
2019
Q4 | $4.61M | Buy |
291,760
+267,538
| +1,105% | +$4.05M | 0.02% | 61 |
|
|
2019
Q3 | $353K | Buy |
24,222
+7,788
| +47% | +$113K | ﹤0.01% | 110 |
|
|
2019
Q2 | $237K | Buy |
+16,434
| New | +$233K | ﹤0.01% | 96 |
|
|
2019
Q1 | – | Sell |
-69,732
| Closed | -$1.85M | – | 111 |
|
|
2018
Q4 | $1.85M | Buy |
+69,732
| New | +$923K | 0.01% | 67 |
|
Other funds holding SCHK
LWMT
WIM
AAG
WA
PSA
LWM