TD Capital Management’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
$147K Buy
4,927
+14
+0.3% +$417 0.01% 140
2025
Q1
$132K Buy
4,913
+15
+0.3% +$404 0.01% 133
2024
Q4
$139K Sell
4,898
-164
-3% -$4.64K 0.01% 132
2024
Q3
$140K Buy
5,062
+30
+0.6% +$829 0.01% 130
2024
Q2
$132K Hold
5,032
0.01% 126
2024
Q1
$127K Buy
5,032
+16
+0.3% +$405 0.01% 130
2023
Q4
$116K Buy
5,016
+1,172
+30% +$27K 0.01% 128
2023
Q3
$79.4K Buy
3,844
+548
+17% +$11.3K 0.01% 142
2023
Q2
$70.5K Buy
3,296
+12
+0.4% +$257 0.01% 153
2023
Q1
$64.9K Buy
3,284
+14
+0.4% +$277 0.01% 158
2022
Q4
$60.4K Buy
3,270
+14
+0.4% +$259 0.01% 154
2022
Q3
$56K Buy
+3,256
New +$56K 0.01% 154
2022
Q1
Sell
-174
Closed -$4K 296
2021
Q4
$4K Hold
174
﹤0.01% 327
2021
Q3
$4K Buy
174
+2
+1% +$46 ﹤0.01% 308
2021
Q2
$4K Buy
+172
New +$4K ﹤0.01% 299