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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$281K	Sell	9,427 -256	-3%	-$7.63K	0.22%	35
2025 Q1	$261K	Hold	9,683	–	–	0.21%	31
2024 Q4	$274K	Buy	+9,683	New	+$274K	0.23%	27