GHP Investment 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 | $23.4K | Sell |
785
-1
| -0.1% | -$30 | ﹤0.01% | 605 |
|
|
2025
Q1 | $21.2K | Sell |
786
-186
| -19% | -$5.01K | ﹤0.01% | 595 |
|
|
2024
Q4 | $27.5K | Buy |
972
+4
| +0.4% | +$113 | ﹤0.01% | 563 |
|
|
2024
Q3 | $26.8K | Buy |
968
+16
| +2% | +$442 | ﹤0.01% | 585 |
|
|
2024
Q2 | $24.9K | Buy |
952
+58
| +6% | +$1.52K | ﹤0.01% | 568 |
|
|
2024
Q1 | $22.7K | Buy |
894
+102
| +13% | +$2.59K | ﹤0.01% | 568 |
|
|
2023
Q4 | $18.2K | Buy |
792
+350
| +79% | +$8.06K | ﹤0.01% | 588 |
|
|
2023
Q3 | $9.19K | Buy |
442
+90
| +26% | +$1.87K | ﹤0.01% | 712 |
|
|
2023
Q2 | $7.57K | Sell |
352
-266
| -43% | -$5.72K | ﹤0.01% | 724 |
|
|
2023
Q1 | $12.2K | Sell |
618
-158
| -20% | -$3.12K | ﹤0.01% | 647 |
|
|
2022
Q4 | $14.3K | Hold |
776
| – | – | ﹤0.01% | 629 |
|
|
2022
Q3 | $13K | Sell |
776
-324
| -29% | -$5.43K | ﹤0.01% | 637 |
|
|
2022
Q2 | $20K | Sell |
1,100
-590
| -35% | -$10.7K | ﹤0.01% | 579 |
|
|
2022
Q1 | $37K | Buy |
+1,690
| New | +$37K | ﹤0.01% | 541 |
|