Plum Street 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 | $21.2M | Sell |
710,335
-35,302
| -5% | -$1.05M | 9.35% | 2 |
|
|
2025
Q1 | $20.1M | Buy |
745,637
+15,516
| +2% | +$418K | 9.67% | 2 |
|
|
2024
Q4 | $20.7M | Sell |
730,121
-24,535
| -3% | -$695K | 10.2% | 2 |
|
|
2024
Q3 | $20.9M | Buy |
754,656
+876
| +0.1% | +$24.2K | 10.56% | 1 |
|
|
2024
Q2 | $19.7M | Sell |
753,780
-876
| -0.1% | -$22.9K | 11.5% | 1 |
|
|
2024
Q1 | $20.9M | Sell |
754,656
-18,046
| -2% | -$499K | 10.56% | 1 |
|
|
2023
Q4 | $17.8M | Buy |
+772,702
| New | +$17.8M | 11.85% | 1 |
|