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

Bannerman Wealth Management Group’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
2025 Q3	$303K	Hold
2025 Q2	$281K	Sell
2025 Q1	$261K	Hold
2024 Q4	$274K	Buy