Parkside 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 | $3.47M | Sell |
116,215
-3,912
| -3% | -$117K | 0.76% | 24 |
|
|
2025
Q1 | $3.23M | Hold |
120,127
| – | – | 0.78% | 22 |
|
|
2024
Q4 | $3.4M | Sell |
120,127
-1
| -0% | -$28 | 0.8% | 22 |
|
|
2024
Q3 | $3.32M | Hold |
120,128
| – | – | 0.79% | 21 |
|
|
2024
Q2 | $3.15M | Hold |
120,128
| – | – | 0.81% | 21 |
|
|
2024
Q1 | $3.04M | Sell |
120,128
-8,472
| -7% | -$215K | 0.78% | 22 |
|
|
2023
Q4 | $2.96M | Hold |
128,600
| – | – | 0.82% | 22 |
|
|
2023
Q3 | $2.66M | Hold |
128,600
| – | – | 0.83% | 20 |
|
|
2023
Q2 | $2.75M | Sell |
128,600
-29,216
| -19% | -$625K | 0.85% | 20 |
|
|
2023
Q1 | $3.12M | Sell |
157,816
-386
| -0.2% | -$7.63K | 1.03% | 18 |
|
|
2022
Q4 | $2.92M | Hold |
158,202
| – | – | 1.02% | 17 |
|
|
2022
Q3 | $2.74M | Hold |
158,202
| – | – | 1.04% | 18 |
|
|
2022
Q2 | $2.88M | Buy |
158,202
+98
| +0.1% | +$1.79K | 1.04% | 18 |
|
|
2022
Q1 | $3.48M | Buy |
158,104
+74
| +0% | +$1.63K | 1.1% | 19 |
|
|
2021
Q4 | $3.68M | Buy |
158,030
+90
| +0.1% | +$2.1K | 1.12% | 20 |
|
|
2021
Q3 | $3.36M | Buy |
157,940
+80
| +0.1% | +$1.7K | 1.05% | 19 |
|
|
2021
Q2 | $3.37M | Sell |
157,860
-21,024
| -12% | -$448K | 1.07% | 19 |
|
|
2021
Q1 | $3.53M | Buy |
178,884
+74
| +0% | +$1.46K | 1.22% | 19 |
|
|
2020
Q4 | $3.34M | Buy |
178,810
+100
| +0.1% | +$1.87K | 1.25% | 18 |
|
|
2020
Q3 | $2.95M | Sell |
178,710
-4,254
| -2% | -$70.2K | 1.3% | 18 |
|
|
2020
Q2 | $2.78M | Sell |
182,964
-5,454
| -3% | -$82.8K | 1.29% | 18 |
|
|
2020
Q1 | $2.36M | Buy |
+188,418
| New | +$2.36M | 1.28% | 16 |
|