Beacon Pointe Advisors’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
Q2
$464K Buy
2025
Q1
$406K Buy
2024
Q4
$426K Buy
2024
Q3
$416K Buy
2024
Q2
$393K Sell
2024
Q1
$454K Buy
2022
Q2
Sell
2022
Q1
$670K Buy