Warwick Investment Management’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 | $122M | Buy |
4,087,699
+5,281
| +0.1% | +$157K | 23.65% | 1 |
|
|
2025
Q1 | $110M | Sell |
4,082,418
-305,530
| -7% | -$8.22M | 22.83% | 1 |
|
|
2024
Q4 | $124M | Buy |
4,387,948
+192,378
| +5% | +$5.45M | 25.6% | 1 |
|
|
2024
Q3 | $116M | Buy |
4,195,570
+443,030
| +12% | +$12.2M | 27.49% | 1 |
|
|
2024
Q2 | $98.2M | Hold |
3,752,540
| – | – | 22.99% | 1 |
|
|
2024
Q1 | $95.1M | Buy |
3,752,540
+2,097,824
| +127% | +$53.1M | 22.79% | 1 |
|
|
2023
Q4 | $38.1M | Buy |
+1,654,716
| New | +$38.1M | 11.21% | 2 |
|