KCM Investment 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 | $290K | Hold |
9,712
| – | – | 0.01% | 322 |
|
|
2025
Q1 | $261K | Hold |
9,712
| – | – | 0.01% | 329 |
|
|
2024
Q4 | $275K | Hold |
9,712
| – | – | 0.01% | 321 |
|
|
2024
Q3 | $268K | Hold |
9,712
| – | – | 0.01% | 332 |
|
|
2024
Q2 | $254K | Hold |
9,712
| – | – | 0.01% | 335 |
|
|
2024
Q1 | $246K | Hold |
9,712
| – | – | 0.01% | 346 |
|
|
2023
Q4 | $224K | Hold |
9,712
| – | – | 0.01% | 347 |
|
|
2023
Q3 | $201K | Hold |
9,712
| – | – | 0.01% | 361 |
|
|
2023
Q2 | $208K | Buy |
+9,712
| New | +$208K | 0.01% | 373 |
|
|
2022
Q2 | – | Sell |
-10,836
| Closed | -$239K | – | 413 |
|
|
2022
Q1 | $239K | Buy |
10,836
+1,124
| +12% | +$24.8K | 0.01% | 379 |
|
|
2021
Q4 | $226K | Hold |
9,712
| – | – | 0.01% | 387 |
|
|
2021
Q3 | $207K | Buy |
9,712
+112
| +1% | +$2.39K | 0.01% | 379 |
|
|
2021
Q2 | $205K | Buy |
+9,600
| New | +$205K | 0.01% | 376 |
|