Venture Visionary Partners’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 | $218K | Buy |
+7,303
| New | +$218K | 0.01% | 540 |
|
2025
Q1 | – | Sell |
-7,303
| Closed | -$207K | – | 566 |
|
2024
Q4 | $207K | Sell |
7,303
-315
| -4% | -$8.92K | 0.01% | 512 |
|
2024
Q3 | $211K | Sell |
7,618
-500
| -6% | -$13.8K | 0.01% | 513 |
|
2024
Q2 | $212K | Hold |
8,118
| – | – | 0.01% | 512 |
|
2024
Q1 | $206K | Buy |
+8,118
| New | +$206K | 0.01% | 510 |
|
2022
Q3 | – | Sell |
-8,058
| Closed | -$147K | – | 1339 |
|
2022
Q2 | $147K | Buy |
+8,058
| New | +$147K | 0.01% | 511 |
|