NorthRock Partners’s Schwab 1000 Index ETF SCHK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.15M | Hold |
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|
2025
Q2 | $2M | Sell |
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|
2025
Q1 | $1.81M | Sell |
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|
2024
Q4 | $1.94M | Sell |
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|
2024
Q3 | $1.9M | Sell |
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|
2024
Q2 | $1.81M | Hold |
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|
2024
Q1 | $1.75M | Sell |
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|
2023
Q4 | $1.62M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.28M | Hold |
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|
2022
Q1 | $1.55M | Sell |
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|
2021
Q4 | $1.64M | Sell |
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|
2021
Q3 | $1.51M | Hold |
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|
2021
Q2 | $1.51M | Sell |
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|
2021
Q1 | $1.43M | Hold |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $1.24M | Buy |
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|
2020
Q2 | $1.14M | Sell |
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|
2020
Q1 | $939K | Buy |
|