Trifecta Capital Advisors’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
$2.39K Hold
80
﹤0.01% 323
2025
Q1
$2.15K Hold
80
﹤0.01% 302
2024
Q4
$2.27K Hold
80
﹤0.01% 291
2024
Q3
$2.21K Hold
80
﹤0.01% 299
2024
Q2
$2.09K Hold
80
﹤0.01% 306
2024
Q1
$2.03K Hold
80
﹤0.01% 310
2023
Q4
$1.84K Hold
80
﹤0.01% 339
2023
Q3
$1.65K Hold
80
﹤0.01% 330
2023
Q2
$1.71K Hold
80
﹤0.01% 325
2023
Q1
$1.58K Hold
80
﹤0.01% 326
2022
Q4
$1.48K Buy
+80
New +$1.48K ﹤0.01% 346