AE Wealth Management’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
Q2
$122K Buy
2025
Q1
$12.9K Sell
2024
Q4
$42.5K Buy
2019
Q3
Sell
2019
Q2
$276K Sell
2019
Q1
$693K Buy