Omega Financial Group’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
Q2 | $264K | Buy |
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|
2025
Q1 | $238K | Buy |
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|
2024
Q4 | $249K | Sell |
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|
2024
Q3 | $304K | Sell |
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|
2024
Q2 | $355K | Sell |
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|
2024
Q1 | $345K | Sell |
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $368K | Sell |
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|
2023
Q2 | $410K | Buy |
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|
2023
Q1 | $378K | Buy |
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|
2022
Q4 | $351K | Sell |
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|
2022
Q3 | $334K | Buy |
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|
2022
Q2 | $351K | Buy |
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|
2022
Q1 | $422K | Buy |
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|
2021
Q4 | $445K | Sell |
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|
2021
Q3 | $410K | Sell |
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|
2021
Q2 | $411K | Buy |
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|
2021
Q1 | $379K | Sell |
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|
2020
Q4 | $384K | Sell |
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|
2020
Q3 | $369K | Sell |
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|
2020
Q2 | $537K | Sell |
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|
2020
Q1 | $505K | Sell |
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|
2019
Q4 | $930K | Sell |
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|
2019
Q3 | $871K | Sell |
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|
2019
Q2 | $891K | Sell |
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|
2019
Q1 | $933K | Sell |
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|
2018
Q4 | $943K | Buy |
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