Northwestern Mutual 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 | $1.3M | Sell |
43,531
-9,183
| -17% | -$274K | ﹤0.01% | 1082 |
|
|
2025
Q1 | $1.42M | Buy |
52,714
+5,159
| +11% | +$139K | ﹤0.01% | 1000 |
|
|
2024
Q4 | $1.35M | Sell |
47,555
-1,185
| -2% | -$33.5K | ﹤0.01% | 964 |
|
|
2024
Q3 | $1.35M | Buy |
48,740
+960
| +2% | +$26.5K | ﹤0.01% | 961 |
|
|
2024
Q2 | $1.25M | Buy |
47,780
+2,510
| +6% | +$65.7K | ﹤0.01% | 952 |
|
|
2024
Q1 | $1.15M | Sell |
45,270
-1,616
| -3% | -$40.9K | ﹤0.01% | 967 |
|
|
2023
Q4 | $1.08M | Buy |
46,886
+17,708
| +61% | +$408K | ﹤0.01% | 947 |
|
|
2023
Q3 | $603K | Buy |
29,178
+1,964
| +7% | +$40.6K | ﹤0.01% | 1092 |
|
|
2023
Q2 | $582K | Sell |
27,214
-3,252
| -11% | -$69.6K | ﹤0.01% | 1105 |
|
|
2023
Q1 | $602K | Buy |
30,466
+3,340
| +12% | +$66K | ﹤0.01% | 1068 |
|
|
2022
Q4 | $501K | Sell |
27,126
-50,892
| -65% | -$940K | ﹤0.01% | 1098 |
|
|
2022
Q3 | $1.35M | Buy |
78,018
+60,442
| +344% | +$1.05M | ﹤0.01% | 741 |
|
|
2022
Q2 | $321K | Buy |
17,576
+9,384
| +115% | +$171K | ﹤0.01% | 1232 |
|
|
2022
Q1 | $180K | Hold |
8,192
| – | – | ﹤0.01% | 1473 |
|
|
2021
Q4 | $191K | Buy |
8,192
+200
| +3% | +$4.66K | ﹤0.01% | 1456 |
|
|
2021
Q3 | $170K | Buy |
7,992
+316
| +4% | +$6.72K | ﹤0.01% | 1412 |
|
|
2021
Q2 | $164K | Buy |
7,676
+3,060
| +66% | +$65.4K | ﹤0.01% | 1394 |
|
|
2021
Q1 | $91K | Buy |
4,616
+150
| +3% | +$2.96K | ﹤0.01% | 1526 |
|
|
2020
Q4 | $83K | Buy |
+4,466
| New | +$83K | ﹤0.01% | 1466 |
|
|
2020
Q1 | – | Sell |
-702
| Closed | -$11K | – | 2725 |
|
|
2019
Q4 | $11K | Buy |
702
+56
| +9% | +$877 | ﹤0.01% | 1918 |
|
|
2019
Q3 | $9K | Buy |
+646
| New | +$9K | ﹤0.01% | 1954 |
|