U.S. Capital Wealth 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 | $406K | Hold |
13,618
| – | – | 0.01% | 651 |
|
|
2025
Q1 | $367K | Hold |
13,618
| – | – | 0.01% | 648 |
|
|
2024
Q4 | $386K | Hold |
13,618
| – | – | 0.01% | 620 |
|
|
2024
Q3 | $376K | Hold |
13,618
| – | – | 0.01% | 538 |
|
|
2024
Q2 | $356K | Hold |
13,618
| – | – | 0.01% | 533 |
|
|
2024
Q1 | $345K | Hold |
13,618
| – | – | 0.01% | 536 |
|
|
2023
Q4 | $314K | Hold |
13,618
| – | – | 0.01% | 543 |
|
|
2023
Q3 | $281K | Sell |
13,618
-1,778
| -12% | -$36.7K | 0.01% | 533 |
|
|
2023
Q2 | $329K | Sell |
15,396
-8,916
| -37% | -$191K | 0.02% | 515 |
|
|
2023
Q1 | $481K | Sell |
24,312
-44,444
| -65% | -$879K | 0.02% | 437 |
|
|
2022
Q4 | $1.27M | Hold |
68,756
| – | – | 0.06% | 286 |
|
|
2022
Q3 | $1.19M | Sell |
68,756
-1,926
| -3% | -$33.3K | 0.06% | 299 |
|
|
2022
Q2 | $1.29M | Buy |
70,682
+1,646
| +2% | +$30K | 0.06% | 303 |
|
|
2022
Q1 | $1.52M | Buy |
69,036
+882
| +1% | +$19.4K | 0.06% | 321 |
|
|
2021
Q4 | $1.59M | Hold |
68,154
| – | – | 0.06% | 308 |
|
|
2021
Q3 | $1.45M | Buy |
+68,154
| New | +$1.45M | 0.06% | 314 |
|