NewEdge Advisors’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 | $87.9K | Buy |
2,949
+1
| +0% | +$30 | ﹤0.01% | 2465 |
|
|
2025
Q1 | $79.4K | Buy |
2,948
+1
| +0% | +$27 | ﹤0.01% | 2378 |
|
|
2024
Q4 | $83.4K | Sell |
2,947
-93
| -3% | -$2.63K | ﹤0.01% | 2341 |
|
|
2024
Q3 | $84.1K | Hold |
3,040
| – | – | ﹤0.01% | 2249 |
|
|
2024
Q2 | $79.5K | Hold |
3,040
| – | – | ﹤0.01% | 2186 |
|
|
2024
Q1 | $77K | Buy |
3,040
+202
| +7% | +$5.12K | ﹤0.01% | 2151 |
|
|
2023
Q4 | $65.4K | Sell |
2,838
-6
| -0.2% | -$138 | ﹤0.01% | 2125 |
|
|
2023
Q3 | $58.7K | Buy |
2,844
+2
| +0.1% | +$41 | ﹤0.01% | 2044 |
|
|
2023
Q2 | $60.8K | Buy |
2,842
+102
| +4% | +$2.18K | ﹤0.01% | 2027 |
|
|
2023
Q1 | $54.2K | Hold |
2,740
| – | – | ﹤0.01% | 1965 |
|
|
2022
Q4 | $51 | Buy |
+2,740
| New | +$51 | ﹤0.01% | 3468 |
|