Visionary 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
Q2 | $837K | Sell |
|
|||||
|
2025
Q1 | $764K | Sell |
|
|||||
|
2024
Q4 | $820K | Sell |
|
|||||
|
2024
Q3 | $827K | Sell |
|
|||||
|
2024
Q2 | $804K | Sell |
|
|||||
|
2024
Q1 | $791K | Buy |
|
|||||
|
2023
Q4 | $692K | Sell |
|
|||||
|
2023
Q3 | $633K | Sell |
|
|||||
|
2023
Q2 | $662K | Sell |
|
|||||
|
2023
Q1 | $615K | Buy |
|
|||||
|
2022
Q4 | $572K | Buy |
|
|||||
|
2022
Q3 | $532K | Sell |
|
|||||
|
2022
Q2 | $562K | Sell |
|
|||||
|
2022
Q1 | $720K | Buy |
|
|||||
|
2021
Q4 | $746K | Sell |
|
|||||
|
2021
Q3 | $690K | Sell |
|
|||||
|
2021
Q2 | $786K | Buy |
|
|||||
|
2021
Q1 | $427K | Buy |
|