Bartlett & Co Wealth Management’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	$97.6K	Buy	3,275 +10	+0.3%	+$298	﹤0.01%	548
2025 Q1	$87.9K	Buy	3,265 +10	+0.3%	+$269	﹤0.01%	563
2024 Q4	$92.2K	Buy	3,255 +9	+0.3%	+$255	﹤0.01%	551
2024 Q3	$89.7K	Buy	+3,246	New	+$89.7K	﹤0.01%	560