LPL Financial’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 | $4.57M | Buy |
153,283
+24,729
| +19% | +$737K | ﹤0.01% | 2373 |
|
|
2025
Q1 | $3.46M | Buy |
128,554
+25,729
| +25% | +$693K | ﹤0.01% | 2436 |
|
|
2024
Q4 | $2.91M | Buy |
102,825
+4,971
| +5% | +$141K | ﹤0.01% | 2502 |
|
|
2024
Q3 | $2.71M | Buy |
97,854
+35,046
| +56% | +$969K | ﹤0.01% | 2428 |
|
|
2024
Q2 | $1.64M | Buy |
62,808
+13,264
| +27% | +$347K | ﹤0.01% | 2762 |
|
|
2024
Q1 | $1.26M | Buy |
49,544
+4,822
| +11% | +$122K | ﹤0.01% | 2956 |
|
|
2023
Q4 | $1.03M | Sell |
44,722
-2,756
| -6% | -$63.5K | ﹤0.01% | 2994 |
|
|
2023
Q3 | $980K | Buy |
47,478
+13,828
| +41% | +$286K | ﹤0.01% | 2891 |
|
|
2023
Q2 | $720K | Buy |
33,650
+2,742
| +9% | +$58.7K | ﹤0.01% | 3114 |
|
|
2023
Q1 | $611K | Buy |
30,908
+58
| +0.2% | +$1.15K | ﹤0.01% | 3150 |
|
|
2022
Q4 | $570K | Buy |
30,850
+2,772
| +10% | +$51.2K | ﹤0.01% | 3124 |
|
|
2022
Q3 | $486K | Buy |
28,078
+4,978
| +22% | +$86.2K | ﹤0.01% | 3167 |
|
|
2022
Q2 | $421K | Sell |
23,100
-8
| -0% | -$146 | ﹤0.01% | 3330 |
|
|
2022
Q1 | $509K | Buy |
23,108
+1,904
| +9% | +$41.9K | ﹤0.01% | 3178 |
|
|
2021
Q4 | $494K | Sell |
21,204
-1,122
| -5% | -$26.1K | ﹤0.01% | 3280 |
|
|
2021
Q3 | $476K | Buy |
22,326
+1,622
| +8% | +$34.6K | ﹤0.01% | 3253 |
|
|
2021
Q2 | $442K | Buy |
20,704
+814
| +4% | +$17.4K | ﹤0.01% | 3260 |
|
|
2021
Q1 | $392K | Buy |
19,890
+384
| +2% | +$7.57K | ﹤0.01% | 3228 |
|
|
2020
Q4 | $365K | Sell |
19,506
-1,340
| -6% | -$25.1K | ﹤0.01% | 3035 |
|
|
2020
Q3 | $344K | Sell |
20,846
-1,594
| -7% | -$26.3K | ﹤0.01% | 2786 |
|
|
2020
Q2 | $341K | Buy |
22,440
+810
| +4% | +$12.3K | ﹤0.01% | 2716 |
|
|
2020
Q1 | $271K | Sell |
21,630
-32,480
| -60% | -$407K | ﹤0.01% | 2570 |
|
|
2019
Q4 | $854K | Buy |
54,110
+38,194
| +240% | +$603K | ﹤0.01% | 1950 |
|
|
2019
Q3 | $232K | Sell |
15,916
-13,406
| -46% | -$195K | ﹤0.01% | 2875 |
|
|
2019
Q2 | $423K | Sell |
29,322
-6,724
| -19% | -$97K | ﹤0.01% | 2392 |
|
|
2019
Q1 | $502K | Buy |
+36,046
| New | +$502K | ﹤0.01% | 2222 |
|