IFP 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 | $105K | Sell |
3,509
-250
| -7% | -$7.46K | ﹤0.01% | 1609 |
|
|
2025
Q1 | $101K | Hold |
3,759
| – | – | ﹤0.01% | 1520 |
|
|
2024
Q4 | $106K | Sell |
3,759
-1
| -0% | -$28 | ﹤0.01% | 1441 |
|
|
2024
Q3 | $104K | Buy |
3,760
+3,100
| +470% | +$85.7K | ﹤0.01% | 1388 |
|
|
2024
Q2 | $17.3K | Hold |
660
| – | – | ﹤0.01% | 2149 |
|
|
2024
Q1 | $16.7K | Hold |
660
| – | – | ﹤0.01% | 2059 |
|
|
2023
Q4 | $15.2K | Sell |
660
-38,598
| -98% | -$889K | ﹤0.01% | 2025 |
|
|
2023
Q3 | $811K | Sell |
39,258
-13,094
| -25% | -$270K | 0.04% | 451 |
|
|
2023
Q2 | $1.12M | Buy |
52,352
+10,568
| +25% | +$226K | 0.05% | 396 |
|
|
2023
Q1 | $564K | Buy |
41,784
+10,476
| +33% | +$141K | 0.02% | 560 |
|
|
2022
Q4 | $417K | Buy |
31,308
+30,648
| +4,644% | +$408K | 0.01% | 974 |
|
|
2022
Q3 | $9K | Hold |
660
| – | – | ﹤0.01% | 3730 |
|
|
2022
Q2 | $9K | Hold |
660
| – | – | ﹤0.01% | 3484 |
|
|
2022
Q1 | $9K | Hold |
660
| – | – | ﹤0.01% | 3484 |
|
|
2021
Q4 | $15K | Hold |
660
| – | – | ﹤0.01% | 2041 |
|
|
2021
Q3 | $14K | Sell |
660
-10,566
| -94% | -$224K | ﹤0.01% | 2091 |
|
|
2021
Q2 | $239K | Buy |
11,226
+10,502
| +1,451% | +$224K | ﹤0.01% | 822 |
|
|
2021
Q1 | $14K | Sell |
724
-106
| -13% | -$2.05K | ﹤0.01% | 1996 |
|
|
2020
Q4 | $16K | Sell |
830
-60
| -7% | -$1.16K | ﹤0.01% | 1875 |
|
|
2020
Q3 | $15K | Sell |
890
-64
| -7% | -$1.08K | ﹤0.01% | 1758 |
|
|
2020
Q2 | $14K | Hold |
954
| – | – | ﹤0.01% | 1694 |
|
|
2020
Q1 | $12K | Hold |
954
| – | – | ﹤0.01% | 1695 |
|
|
2019
Q4 | $15K | Hold |
954
| – | – | ﹤0.01% | 1755 |
|
|
2019
Q3 | $14K | Buy |
+954
| New | +$14K | ﹤0.01% | 1922 |
|
|
2019
Q1 | – | Sell |
-1,124
| Closed | -$14K | – | 3224 |
|
|
2018
Q4 | $14K | Buy |
+1,124
| New | +$14K | ﹤0.01% | 2304 |
|