William Blair & Company’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 | $183K | Sell |
6,124
-688
| -10% | -$20.5K | ﹤0.01% | 1437 |
|
2025
Q1 | $183K | Buy |
6,812
+1,436
| +27% | +$38.7K | ﹤0.01% | 1413 |
|
2024
Q4 | $152K | Buy |
5,376
+4,576
| +572% | +$130K | ﹤0.01% | 1483 |
|
2024
Q3 | $22.1K | Hold |
800
| – | – | ﹤0.01% | 1700 |
|
2024
Q2 | $20.9K | Sell |
800
-586
| -42% | -$15.3K | ﹤0.01% | 1684 |
|
2024
Q1 | $35.1K | Buy |
+1,386
| New | +$35.1K | ﹤0.01% | 1637 |
|