Sherrill & Hutchins Financial Advisory’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 | $1.09M | Hold |
36,684
| – | – | 0.85% | 5 |
|
|
2025
Q1 | $988K | Hold |
36,684
| – | – | 0.84% | 5 |
|
|
2024
Q4 | $1.04M | Sell |
36,684
-916
| -2% | -$25.9K | 0.92% | 4 |
|
|
2024
Q3 | $1.04M | Hold |
37,600
| – | – | 0.9% | 4 |
|
|
2024
Q2 | $984K | Hold |
37,600
| – | – | 0.89% | 4 |
|
|
2024
Q1 | $953K | Hold |
37,600
| – | – | 0.87% | 4 |
|
|
2023
Q4 | $866K | Buy |
+37,600
| New | +$866K | 0.81% | 4 |
|