Abound Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Abound Wealth Management’s Portfolio SCHK Stock Details SCHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$249K	Hold	6,906	–	–	0.05%	85
2026 Q1	$216K	Buy	6,906 +4,335	+169%	+$142K	0.05%	86
2025 Q4	$84.3K	Buy	+2,571	New	+$83.7K	0.02%	159

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Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return