Strategic Investment Solutions’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
Q1 | – | Sell |
-332
| Closed | -$9.4K | – | 672 |
|
|
2024
Q4 | $9.4K | Hold |
332
| – | – | ﹤0.01% | 386 |
|
|
2024
Q3 | $9.18K | Buy |
+332
| New | +$9.18K | ﹤0.01% | 371 |
|
|
2023
Q4 | $7.65K | Sell |
332
-20,584
| -98% | -$474K | ﹤0.01% | 798 |
|
|
2023
Q3 | $449K | Buy |
20,916
+20,584
| +6,200% | +$442K | 0.01% | 408 |
|
|
2023
Q2 | $6.75K | Hold |
332
| – | – | ﹤0.01% | 611 |
|
|
2023
Q1 | $6.57K | Buy |
+332
| New | +$6.57K | ﹤0.01% | 715 |
|