HB Wealth Management’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 | $412K | Sell |
13,800
-210
| -1% | -$6.26K | ﹤0.01% | 801 |
|
|
2025
Q1 | $377K | Hold |
14,010
| – | – | ﹤0.01% | 857 |
|
|
2024
Q4 | $397K | Hold |
14,010
| – | – | ﹤0.01% | 699 |
|
|
2024
Q3 | $387K | Hold |
14,010
| – | – | ﹤0.01% | 668 |
|
|
2024
Q2 | $367K | Hold |
14,010
| – | – | ﹤0.01% | 632 |
|
|
2024
Q1 | $355K | Hold |
14,010
| – | – | ﹤0.01% | 596 |
|
|
2023
Q4 | $323K | Buy |
14,010
+10
| +0.1% | +$230 | ﹤0.01% | 589 |
|
|
2023
Q3 | $289K | Hold |
14,000
| – | – | ﹤0.01% | 579 |
|
|
2023
Q2 | $300K | Sell |
14,000
-72
| -0.5% | -$1.54K | ﹤0.01% | 544 |
|
|
2023
Q1 | $278K | Buy |
14,072
+272
| +2% | +$5.38K | ﹤0.01% | 553 |
|
|
2022
Q4 | $255K | Hold |
13,800
| – | – | ﹤0.01% | 565 |
|
|
2022
Q3 | $239K | Sell |
13,800
-550
| -4% | -$9.53K | 0.01% | 494 |
|
|
2022
Q2 | $262K | Hold |
14,350
| – | – | 0.01% | 471 |
|
|
2022
Q1 | $316K | Buy |
+14,350
| New | +$316K | 0.01% | 438 |
|