Wealth Enhancement Advisory Services’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 | $4.06M | Buy |
134,480
+112,539
| +513% | +$3.4M | 0.01% | 991 |
|
|
2025
Q1 | $591K | Buy |
21,941
+1,197
| +6% | +$32.2K | ﹤0.01% | 1924 |
|
|
2024
Q4 | $587K | Buy |
20,744
+1,620
| +8% | +$45.9K | ﹤0.01% | 1853 |
|
|
2024
Q3 | $529K | Buy |
19,124
+1,222
| +7% | +$33.8K | ﹤0.01% | 1784 |
|
|
2024
Q2 | $468K | Buy |
17,902
+582
| +3% | +$15.2K | ﹤0.01% | 1684 |
|
|
2024
Q1 | $439K | Buy |
17,320
+42
| +0.2% | +$1.06K | ﹤0.01% | 1660 |
|
|
2023
Q4 | $398K | Sell |
17,278
-468
| -3% | -$10.8K | ﹤0.01% | 1644 |
|
|
2023
Q3 | $366K | Buy |
+17,746
| New | +$366K | ﹤0.01% | 1613 |
|