JFS 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 | $11.8K | Hold |
394
| – | – | ﹤0.01% | 812 |
|
|
2025
Q1 | $10.6K | Hold |
394
| – | – | ﹤0.01% | 866 |
|
|
2024
Q4 | $11.2K | Hold |
394
| – | – | ﹤0.01% | 818 |
|
|
2024
Q3 | $10.9K | Hold |
394
| – | – | ﹤0.01% | 824 |
|
|
2024
Q2 | $10.3K | Hold |
394
| – | – | ﹤0.01% | 789 |
|
|
2024
Q1 | $9.98K | Hold |
394
| – | – | ﹤0.01% | 818 |
|
|
2023
Q4 | $9.07K | Hold |
394
| – | – | ﹤0.01% | 804 |
|
|
2023
Q3 | $8.14K | Hold |
394
| – | – | ﹤0.01% | 797 |
|
|
2023
Q2 | $8.43K | Hold |
394
| – | – | ﹤0.01% | 785 |
|
|
2023
Q1 | $7.79K | Hold |
394
| – | – | ﹤0.01% | 808 |
|
|
2022
Q4 | $7.28K | Hold |
394
| – | – | ﹤0.01% | 833 |
|
|
2022
Q3 | $7K | Hold |
394
| – | – | ﹤0.01% | 872 |
|
|
2022
Q2 | $7K | Hold |
394
| – | – | ﹤0.01% | 895 |
|
|
2022
Q1 | $9K | Sell |
394
-30
| -7% | -$685 | ﹤0.01% | 839 |
|
|
2021
Q4 | $10K | Hold |
424
| – | – | ﹤0.01% | 689 |
|
|
2021
Q3 | $9K | Buy |
424
+30
| +8% | +$637 | ﹤0.01% | 662 |
|
|
2021
Q2 | $8K | Hold |
394
| – | – | ﹤0.01% | 470 |
|
|
2021
Q1 | $8K | Buy |
+394
| New | +$8K | ﹤0.01% | 440 |
|
|
2020
Q2 | – | Sell |
-1,516
| Closed | -$19K | – | 570 |
|
|
2020
Q1 | $19K | Buy |
1,516
+6
| +0.4% | +$75 | 0.01% | 280 |
|
|
2019
Q4 | $24K | Buy |
1,510
+16
| +1% | +$254 | 0.01% | 293 |
|
|
2019
Q3 | $22K | Buy |
1,494
+8
| +0.5% | +$118 | 0.01% | 289 |
|
|
2019
Q2 | $21K | Hold |
1,486
| – | – | 0.01% | 299 |
|
|
2019
Q1 | $21K | Buy |
1,486
+842
| +131% | +$11.9K | 0.01% | 295 |
|
|
2018
Q4 | $8K | Buy |
+644
| New | +$8K | ﹤0.01% | 369 |
|