Sound Income Strategies’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 | $44.7K | Buy |
1,498
+494
| +49% | +$14.7K | ﹤0.01% | 555 |
|
|
2025
Q1 | $27K | Buy |
+1,004
| New | +$27K | ﹤0.01% | 654 |
|
|
2024
Q4 | – | Sell |
-130
| Closed | -$3.59K | – | 1533 |
|
|
2024
Q3 | $3.59K | Buy |
+130
| New | +$3.59K | ﹤0.01% | 1019 |
|
|
2024
Q1 | – | Sell |
-1,858
| Closed | -$42.8K | – | 1435 |
|
|
2023
Q4 | $42.8K | Buy |
+1,858
| New | +$42.8K | ﹤0.01% | 438 |
|
|
2021
Q2 | – | Sell |
-244
| Closed | -$4.81K | – | 1008 |
|
|
2021
Q1 | $4.81K | Buy |
+244
| New | +$4.81K | ﹤0.01% | 626 |
|