KCM Investment Advisors’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 | $312K | Hold |
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|
2025
Q2 | $290K | Hold |
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|
2025
Q1 | $261K | Hold |
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|
2024
Q4 | $275K | Hold |
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|
2024
Q3 | $268K | Hold |
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|
2024
Q2 | $254K | Hold |
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|
2024
Q1 | $246K | Hold |
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|
2023
Q4 | $224K | Hold |
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|
2023
Q3 | $201K | Hold |
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|
2023
Q2 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $239K | Buy |
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|
2021
Q4 | $226K | Hold |
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|
2021
Q3 | $207K | Buy |
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|
2021
Q2 | $205K | Buy |
|