AWAG
ARS Wealth Advisors Group’s Schwab 1000 Index ETF SCHK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Buy |
10,009
+29
| +0.3% | +$865 | 0.03% | 133 |
|
|
2025
Q1 | $269K | Buy |
9,980
+31
| +0.3% | +$835 | 0.04% | 129 |
|
|
2024
Q4 | $282K | Buy |
9,949
+4,710
| +90% | +$133K | 0.04% | 128 |
|
|
2024
Q3 | $290K | Buy |
5,239
+629
| +14% | +$34.8K | 0.04% | 140 |
|
|
2024
Q2 | $241K | Buy |
+4,610
| New | +$241K | 0.03% | 145 |
|