Red Door Wealth Management’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 | $374K | Buy |
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|
2025
Q2 | $272K | Buy |
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|
2025
Q1 | $245K | Sell |
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|
2024
Q4 | $543K | Buy |
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|
2024
Q3 | $531K | Sell |
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|
2024
Q2 | $506K | Sell |
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|
2024
Q1 | $494K | Sell |
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|
2023
Q4 | $508K | Sell |
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|
2023
Q3 | $485K | Buy |
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|
2023
Q2 | $472K | Buy |
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|
2023
Q1 | $375K | Sell |
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|
2022
Q4 | $2.76M | Buy |
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|
2022
Q3 | $321K | Hold |
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|
2022
Q2 | $338K | Hold |
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|
2022
Q1 | $408K | Buy |
|