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Blake Schutter Theil Wealth Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio SCHK Stock Details SCHK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$9.86M Sell
330,530
-26,595
-7% -$793K 11.18% 1
2025
Q1 		$9.61M Sell
357,125
-264,109
-43% -$7.11M 10.92% 1
2024
Q4 		$17.6M Buy
621,234
+310,617
+100% +$8.79M 18.57% 1
2024
Q3 		$17.2M Buy
+310,617
New +$17.2M 12.34% 1