Welch Group’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 | $429K | Hold |
14,380
| – | – | 0.02% | 171 |
|
|
2025
Q1 | $385K | Hold |
14,380
| – | – | 0.02% | 176 |
|
|
2024
Q4 | $409K | Hold |
14,380
| – | – | 0.02% | 168 |
|
|
2024
Q3 | $398K | Hold |
14,380
| – | – | 0.02% | 169 |
|
|
2024
Q2 | $376K | Hold |
14,380
| – | – | 0.02% | 165 |
|
|
2024
Q1 | $364K | Sell |
14,380
-1,908
| -12% | -$48.3K | 0.02% | 154 |
|
|
2023
Q4 | $375K | Hold |
16,288
| – | – | 0.02% | 152 |
|
|
2023
Q3 | $336K | Hold |
16,288
| – | – | 0.02% | 146 |
|
|
2023
Q2 | $348K | Hold |
16,288
| – | – | 0.02% | 148 |
|
|
2023
Q1 | $322K | Hold |
16,288
| – | – | 0.02% | 149 |
|
|
2022
Q4 | $301K | Buy |
+16,288
| New | +$301K | 0.02% | 160 |
|
|
2022
Q3 | – | Sell |
-16,476
| Closed | -$300K | – | 200 |
|
|
2022
Q2 | $300K | Hold |
16,476
| – | – | 0.02% | 147 |
|
|
2022
Q1 | $363K | Sell |
16,476
-2,640
| -14% | -$58.2K | 0.02% | 142 |
|
|
2021
Q4 | $445K | Buy |
+19,116
| New | +$445K | 0.03% | 131 |
|