Vise Technologies’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 | $539K | Buy |
+18,068
| New | +$539K | 0.02% | 617 |
|
|
2024
Q4 | $477K | Sell |
16,834
-434
| -3% | -$12.3K | 0.04% | 451 |
|
|
2024
Q3 | $477K | Buy |
17,268
+2,760
| +19% | +$76.3K | 0.06% | 313 |
|
|
2024
Q2 | $380K | Buy |
14,508
+1,098
| +8% | +$28.7K | 0.07% | 274 |
|
|
2024
Q1 | $340K | Sell |
13,410
-4,124
| -24% | -$104K | 0.07% | 267 |
|
|
2023
Q4 | $404K | Sell |
17,534
-450
| -3% | -$10.4K | 0.09% | 218 |
|
|
2023
Q3 | $371K | Sell |
17,984
-280
| -2% | -$5.78K | 0.09% | 213 |
|
|
2023
Q2 | $391K | Sell |
18,264
-5,736
| -24% | -$123K | 0.09% | 207 |
|
|
2023
Q1 | $475K | Buy |
24,000
+11,408
| +91% | +$226K | 0.13% | 174 |
|
|
2022
Q4 | $233K | Sell |
12,592
-8,220
| -39% | -$152K | 0.07% | 282 |
|
|
2022
Q3 | $360K | Buy |
+20,812
| New | +$360K | 0.14% | 183 |
|