SAS
SCHK icon

SMI Advisory Services’s Schwab 1000 Index ETF SCHK Stock Holding History

SMI Advisory Services’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$679K Sell
18,709
-444
-2% -$15.5K 0.11% 32
2026
Q1 		$608K Sell
19,153
-421
-2% -$13.8K 0.1% 37
2025
Q4 		$656K Sell
19,574
-11
-0.1% -$358 0.11% 32
2025
Q3 		$632K Sell
19,585
-48
-0.2% -$1.49K 0.12% 29
2025
Q2 		$592K Buy
19,633
+2
+0% +$55 0.11% 28
2025
Q1 		$477K Sell
19,631
-416
-2% -$11.8K 0.11% 21
2024
Q4 		$564K Sell
20,047
-457
-2% -$13K 0.13% 37
2024
Q3 		$566K Sell
20,504
-666
-3% -$17.7K 0.13% 39
2024
Q2 		$564K Buy
21,170
+260
+1% +$6.57K 0.14% 41
2024
Q1 		$525K Sell
20,910
-3,282
-14% -$79K 0.15% 50
2023
Q4 		$558K Sell
24,192
-38
-0.2% -$817 0.14% 30
2023
Q3 		$513K Buy
+24,230
New +$520K 0.19% 31
2023
Q1 		$427K Hold
23,148
– – 0.14% 33
2022
Q4 		$401K Hold
23,148
– – 0.13% 34
2022
Q3 		$401K Buy
+23,148
New +$445K 0.13% 34

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SEIA
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OCM
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FFG
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KBFS
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EWM
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