Pinion Investment Advisors’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 | $537K | Buy |
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|
2025
Q2 | $489K | Sell |
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|
2025
Q1 | $881K | Buy |
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|
2024
Q4 | $462K | Buy |
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|
2024
Q3 | $450K | Buy |
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|
2024
Q2 | $419K | Hold |
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|
2024
Q1 | $406K | Buy |
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|
2023
Q4 | $368K | Buy |
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|
2023
Q3 | $328K | Buy |
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|
2023
Q2 | $339K | Buy |
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|
2023
Q1 | $312K | Buy |
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|
2022
Q4 | $290K | Buy |
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|
2022
Q3 | $271K | Buy |
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|
2022
Q2 | $284K | Buy |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | $361K | Buy |
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|
2021
Q3 | $329K | Buy |
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|
2021
Q2 | $328K | Buy |
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|
2021
Q1 | $302K | Buy |
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|
2020
Q4 | $286K | Buy |
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|
2020
Q3 | $230K | Hold |
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|
2020
Q2 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $346K | Buy |
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|
2019
Q3 | $320K | Buy |
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