Atlantic Edge Private 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
Q3
Hold
2025
Q2
Hold
2025
Q1
Hold
2024
Q4
Hold
2024
Q3
Hold
2024
Q2
Sell
2024
Q1
$323 Hold
2023
Q4
$293 Buy