Meridian Wealth 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 | $287K | Buy |
9,628
+8
| +0.1% | +$239 | 0.01% | 569 |
|
|
2025
Q1 | $259K | Sell |
9,620
-572
| -6% | -$15.4K | 0.01% | 548 |
|
|
2024
Q4 | $289K | Sell |
10,192
-238
| -2% | -$6.74K | 0.01% | 524 |
|
|
2024
Q3 | $288K | Buy |
+10,430
| New | +$288K | 0.01% | 530 |
|
|
2024
Q1 | – | Sell |
-10,480
| Closed | -$241K | – | 454 |
|
|
2023
Q4 | $241K | Sell |
10,480
-10,400
| -50% | -$240K | 0.02% | 534 |
|
|
2023
Q3 | $431K | Buy |
20,880
+10,468
| +101% | +$216K | 0.03% | 394 |
|
|
2023
Q2 | $223K | Buy |
10,412
+36
| +0.3% | +$770 | 0.02% | 497 |
|
|
2023
Q1 | $205K | Buy |
+10,376
| New | +$205K | 0.02% | 507 |
|
|
2022
Q2 | – | Sell |
-9,704
| Closed | -$214K | – | 575 |
|
|
2022
Q1 | $214K | Buy |
9,704
+28
| +0.3% | +$617 | 0.02% | 368 |
|
|
2021
Q4 | $225K | Buy |
9,676
+34
| +0.4% | +$791 | 0.02% | 370 |
|
|
2021
Q3 | $205K | Buy |
9,642
+8
| +0.1% | +$170 | 0.03% | 374 |
|
|
2021
Q2 | $205K | Buy |
+9,634
| New | +$205K | 0.03% | 369 |
|
|
2020
Q1 | – | Sell |
-12,784
| Closed | -$201K | – | 245 |
|
|
2019
Q4 | $201K | Buy |
+12,784
| New | +$201K | 0.1% | 194 |
|
|
2019
Q3 | – | Sell |
-13,290
| Closed | -$1.92K | – | 424 |
|
|
2019
Q2 | $1.92K | Buy |
+13,290
| New | +$1.92K | 0.08% | 211 |
|