MAI Capital Management’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 | $3.31M | Hold |
110,935
| – | – | 0.02% | 393 |
|
|
2025
Q1 | $2.99M | Hold |
110,935
| – | – | 0.02% | 402 |
|
|
2024
Q4 | $3.14M | Buy |
110,935
+155
| +0.1% | +$4.39K | 0.02% | 398 |
|
|
2024
Q3 | $3.06M | Sell |
110,780
-1,376
| -1% | -$38K | 0.03% | 317 |
|
|
2024
Q2 | $2.93M | Sell |
112,156
-1,554
| -1% | -$40.7K | 0.03% | 332 |
|
|
2024
Q1 | $2.88M | Buy |
+113,710
| New | +$2.88M | 0.03% | 328 |
|