Focus Partners Wealth’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 | $14.3M | Sell |
480,348
-5,194
| -1% | -$155K | 0.03% | 429 |
|
|
2025
Q1 | $13.1M | Sell |
485,542
-16,591
| -3% | -$447K | 0.03% | 420 |
|
|
2024
Q4 | $14.2M | Sell |
502,133
-1,949
| -0.4% | -$55.2K | 0.04% | 385 |
|
|
2024
Q3 | $13.9M | Buy |
504,082
+11,048
| +2% | +$305K | 0.04% | 341 |
|
|
2024
Q2 | $12.9M | Sell |
493,034
-29,984
| -6% | -$785K | 0.04% | 319 |
|
|
2024
Q1 | $13.3M | Sell |
523,018
-16,870
| -3% | -$427K | 0.11% | 186 |
|
|
2023
Q4 | $12.4M | Buy |
+539,888
| New | +$12.4M | 0.16% | 133 |
|