Visionary 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 | $837K | Sell |
28,084
-311
| -1% | -$9.27K | 0.04% | 297 |
|
|
2025
Q1 | $764K | Sell |
28,395
-570
| -2% | -$15.3K | 0.05% | 288 |
|
|
2024
Q4 | $820K | Sell |
28,965
-961
| -3% | -$27.2K | 0.05% | 285 |
|
|
2024
Q3 | $827K | Sell |
29,926
-810
| -3% | -$22.4K | 0.05% | 277 |
|
|
2024
Q2 | $804K | Sell |
30,736
-496
| -2% | -$13K | 0.05% | 264 |
|
|
2024
Q1 | $791K | Buy |
31,232
+1,186
| +4% | +$30K | 0.05% | 261 |
|
|
2023
Q4 | $692K | Sell |
30,046
-612
| -2% | -$14.1K | 0.05% | 268 |
|
|
2023
Q3 | $633K | Sell |
30,658
-302
| -1% | -$6.24K | 0.05% | 262 |
|
|
2023
Q2 | $662K | Sell |
30,960
-116
| -0.4% | -$2.48K | 0.05% | 253 |
|
|
2023
Q1 | $615K | Buy |
31,076
+74
| +0.2% | +$1.46K | 0.05% | 253 |
|
|
2022
Q4 | $572K | Buy |
31,002
+284
| +0.9% | +$5.24K | 0.05% | 222 |
|
|
2022
Q3 | $532K | Sell |
30,718
-120
| -0.4% | -$2.08K | 0.06% | 217 |
|
|
2022
Q2 | $562K | Sell |
30,838
-1,890
| -6% | -$34.4K | 0.05% | 226 |
|
|
2022
Q1 | $720K | Buy |
32,728
+676
| +2% | +$14.9K | 0.06% | 205 |
|
|
2021
Q4 | $746K | Sell |
32,052
-322
| -1% | -$7.49K | 0.06% | 185 |
|
|
2021
Q3 | $690K | Sell |
32,374
-4,498
| -12% | -$95.9K | 0.07% | 162 |
|
|
2021
Q2 | $786K | Buy |
36,872
+15,194
| +70% | +$324K | 0.08% | 157 |
|
|
2021
Q1 | $427K | Buy |
+21,678
| New | +$427K | 0.04% | 212 |
|