MML Investors Services’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
$2.35M Buy
78,759
+3,252
+4% +$97K 0.01% 1168
2025
Q1
$2.03M Buy
75,507
+1,247
+2% +$33.6K 0.01% 1173
2024
Q4
$2.1M Buy
74,260
+1,352
+2% +$38.3K 0.01% 1106
2024
Q3
$2.02M Sell
72,908
-2,478
-3% -$68.5K 0.01% 1088
2024
Q2
$1.97M Buy
75,386
+2,802
+4% +$73.3K 0.01% 1033
2024
Q1
$1.84M Buy
72,584
+748
+1% +$19K 0.01% 1081
2023
Q4
$1.65M Buy
71,836
+2,062
+3% +$47.5K 0.01% 1102
2023
Q3
$1.44M Buy
69,774
+590
+0.9% +$12.2K 0.01% 1038
2023
Q2
$1.48M Sell
69,184
-1,600
-2% -$34.2K 0.01% 1033
2023
Q1
$1.4M Buy
70,784
+58
+0.1% +$1.15K 0.01% 921
2022
Q4
$1.31M Buy
70,726
+486
+0.7% +$8.97K 0.01% 1005
2022
Q3
$1.22M Sell
70,240
-16,502
-19% -$285K 0.01% 966
2022
Q2
$1.58M Sell
86,742
-31,426
-27% -$573K 0.01% 847
2022
Q1
$2.6M Sell
118,168
-1,520
-1% -$33.5K 0.02% 689
2021
Q4
$2.79M Sell
119,688
-3,532
-3% -$82.3K 0.02% 625
2021
Q3
$2.63M Buy
123,220
+650
+0.5% +$13.8K 0.02% 625
2021
Q2
$2.61M Sell
122,570
-10,606
-8% -$226K 0.02% 604
2021
Q1
$2.63M Sell
133,176
-1,226
-0.9% -$24.2K 0.03% 560
2020
Q4
$2.51M Sell
134,402
-2,236
-2% -$41.8K 0.03% 503
2020
Q3
$2.25M Buy
136,638
+6,668
+5% +$110K 0.03% 479
2020
Q2
$1.97M Sell
129,970
-1,049,200
-89% -$15.9M 0.03% 509
2020
Q1
$14.8M Buy
1,179,170
+1,081,570
+1,108% +$13.6M 0.25% 98
2019
Q4
$1.54M Buy
97,600
+11,748
+14% +$185K 0.02% 567
2019
Q3
$1.25M Sell
85,852
-142,776
-62% -$2.08M 0.02% 591
2019
Q2
$3.3M Buy
228,628
+17,752
+8% +$256K 0.05% 343
2019
Q1
$2.93M Buy
210,876
+75,454
+56% +$1.05M 0.05% 358
2018
Q4
$1.66M Buy
135,422
+66,062
+95% +$810K 0.03% 472
2018
Q3
$993K Buy
+69,360
New +$993K 0.02% 669