Parkside Advisors LLC SCHK Holdings History
Parkside Advisors LLC's Schwab 1000 Index ETF Holding Summary
As of 2025-06-30, Parkside Advisors LLC held 116,215.00 shares of Schwab 1000 Index ETF(SCHK), totaling $3.47 Mil. This investment constitutes 0.76% of their stock portfolio, and Parkside Advisors LLC now holds 0.08% of the outstanding Schwab 1000 Index ETF(SCHK) stock.
The initial trade took place in 2020Q2. And since then Parkside Advisors LLC has made 8 purchases of SCHK, at an average price of $28.55, for a total of 151,803.00 shares. In addition, there have been 6 sales at an average price of $39.72 for 35,588.00 shares. Based on historical transaction data and SCHK's current price of $30.23, Parkside Advisors LLC's estimated gain on his SCHK holdings is $592,736.12, reflecting a 13.68% gain to date.
Parkside Advisors LLC SCHK ($30.23) Holding Chart
Parkside Advisors LLC SCHK ($30.23) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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