Heritage Wealth 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 | – | Hold |
0
| – | – | – | 587 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 639 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 640 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 629 |
|
|
2020
Q1 | – | Sell |
-8
| Closed | -$126 | – | 562 |
|
|
2019
Q4 | $126 | Hold |
8
| – | – | ﹤0.01% | 708 |
|
|
2019
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 464 |
|
|
2019
Q2 | $115 | Hold |
8
| – | – | ﹤0.01% | 443 |
|
|
2019
Q1 | $111 | Hold |
8
| – | – | ﹤0.01% | 444 |
|
|
2018
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 409 |
|