Bartlett & Co 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
$105K Buy
2025
Q2
$97.6K Buy
2025
Q1
$87.9K Buy
2024
Q4
$92.2K Buy
2024
Q3
$89.7K Buy