HBK Sorce Advisory’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 | $4.06M | Buy |
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|
2025
Q2 | $3.77M | Sell |
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|
2025
Q1 | $3.61M | Hold |
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|
2024
Q4 | $3.8M | Sell |
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|
2024
Q3 | $3.74M | Sell |
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|
2024
Q2 | $3.54M | Sell |
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|
2024
Q1 | $3.44M | Hold |
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|
2023
Q4 | $3.12M | Sell |
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|
2023
Q3 | $2.82M | Sell |
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|
2023
Q2 | $2.94M | Sell |
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|
2023
Q1 | $2.83M | Sell |
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|
2022
Q4 | $5.3M | Buy |
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|
2022
Q3 | $2.52M | Sell |
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|
2022
Q2 | $2.93M | Sell |
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|
2022
Q1 | $3.58M | Sell |
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|
2021
Q4 | $3.8M | Sell |
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|
2021
Q3 | $3.51M | Sell |
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|
2021
Q2 | $3.52M | Sell |
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|
2021
Q1 | $3.34M | Sell |
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|
2020
Q4 | $3.18M | Sell |
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|
2020
Q3 | $2.81M | Sell |
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|
2020
Q2 | $2.6M | Sell |
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|
2020
Q1 | $2.76M | Sell |
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|
2019
Q4 | $4.35M | Hold |
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|
2019
Q3 | $4.01M | Sell |
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|
2019
Q2 | $4.01M | Sell |
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|
2019
Q1 | $3.88M | Sell |
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|
2018
Q4 | $3.49M | Buy |
|