OneDigital Investment 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 | $362K | Buy |
12,125
+358
| +3% | +$10.7K | ﹤0.01% | 1053 |
|
|
2025
Q1 | $317K | Buy |
11,767
+400
| +4% | +$10.8K | ﹤0.01% | 1074 |
|
|
2024
Q4 | $322K | Sell |
11,367
-405
| -3% | -$11.5K | ﹤0.01% | 1099 |
|
|
2024
Q3 | $325K | Buy |
11,772
+2
| +0% | +$55 | ﹤0.01% | 1117 |
|
|
2024
Q2 | $308K | Hold |
11,770
| – | – | ﹤0.01% | 1099 |
|
|
2024
Q1 | $298K | Buy |
11,770
+2
| +0% | +$51 | ﹤0.01% | 914 |
|
|
2023
Q4 | $271K | Buy |
11,768
+2
| +0% | +$46 | ﹤0.01% | 949 |
|
|
2023
Q3 | $243K | Buy |
11,766
+2
| +0% | +$41 | 0.01% | 876 |
|
|
2023
Q2 | $252K | Sell |
11,764
-2,060
| -15% | -$44.1K | 0.01% | 881 |
|
|
2023
Q1 | $273K | Sell |
13,824
-350
| -2% | -$6.92K | 0.01% | 814 |
|
|
2022
Q4 | $262K | Sell |
14,174
-394
| -3% | -$7.28K | 0.01% | 706 |
|
|
2022
Q3 | $252K | Buy |
+14,568
| New | +$252K | 0.01% | 648 |
|