Welch Group’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
Q3 | $462K | Hold |
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|
2025
Q2 | $429K | Hold |
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|
2025
Q1 | $385K | Hold |
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|
2024
Q4 | $409K | Hold |
|
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|
2024
Q3 | $398K | Hold |
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|
2024
Q2 | $376K | Hold |
|
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|
2024
Q1 | $364K | Sell |
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|
2023
Q4 | $375K | Hold |
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|
2023
Q3 | $336K | Hold |
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|
2023
Q2 | $348K | Hold |
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|
2023
Q1 | $322K | Hold |
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|
2022
Q4 | $301K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $300K | Hold |
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|
2022
Q1 | $363K | Sell |
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|
2021
Q4 | $445K | Buy |
|