HB Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $450K | Buy |
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|
2025
Q2 | $412K | Sell |
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|
2025
Q1 | $377K | Hold |
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|
2024
Q4 | $397K | Hold |
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|
2024
Q3 | $387K | Hold |
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|
2024
Q2 | $367K | Hold |
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|
2024
Q1 | $355K | Hold |
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|
2023
Q4 | $323K | Buy |
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|
2023
Q3 | $289K | Hold |
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|
2023
Q2 | $300K | Sell |
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|
2023
Q1 | $278K | Buy |
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|
2022
Q4 | $255K | Hold |
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|
2022
Q3 | $239K | Sell |
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|
2022
Q2 | $262K | Hold |
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|
2022
Q1 | $316K | Buy |
|