Stratos Wealth Advisors’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
Q2 | $512K | Sell |
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|
2025
Q1 | $483K | Sell |
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|
2024
Q4 | $511K | Sell |
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|
2024
Q3 | $537K | Buy |
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|
2024
Q2 | $495K | Sell |
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|
2024
Q1 | $507K | Sell |
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|
2023
Q4 | $467K | Buy |
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|
2023
Q3 | $376K | Buy |
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|
2023
Q2 | $389K | Buy |
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|
2023
Q1 | $358K | Sell |
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|
2022
Q4 | $426K | Sell |
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|
2022
Q3 | $624K | Buy |
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|
2022
Q2 | $416K | Buy |
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|
2022
Q1 | $428K | Sell |
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|
2021
Q4 | $487K | Buy |
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|
2021
Q3 | $445K | Sell |
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|
2021
Q2 | $493K | Buy |
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|
2021
Q1 | $431K | Sell |
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|
2020
Q4 | $418K | Sell |
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|
2020
Q3 | $462K | Buy |
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|
2020
Q2 | $412K | Buy |
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|
2020
Q1 | $298K | Sell |
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|
2019
Q4 | $400K | Sell |
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|
2019
Q3 | $400K | Sell |
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|
2019
Q2 | $458K | Buy |
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|
2019
Q1 | $300K | Buy |
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|
2018
Q4 | $261K | Buy |
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