U.S. Capital 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
Q3 | $437K | Hold |
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|
2025
Q2 | $406K | Hold |
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|
2025
Q1 | $367K | Hold |
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|
2024
Q4 | $386K | Hold |
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|
2024
Q3 | $376K | Hold |
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|
2024
Q2 | $356K | Hold |
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|
2024
Q1 | $345K | Hold |
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|
2023
Q4 | $314K | Hold |
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|
2023
Q3 | $281K | Sell |
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|
2023
Q2 | $329K | Sell |
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|
2023
Q1 | $481K | Sell |
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|
2022
Q4 | $1.27M | Hold |
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|
2022
Q3 | $1.19M | Sell |
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|
2022
Q2 | $1.29M | Buy |
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|
2022
Q1 | $1.52M | Buy |
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|
2021
Q4 | $1.59M | Hold |
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|
2021
Q3 | $1.45M | Buy |
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