Blue Barn Wealth’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
Sell
-7,170
Closed -$214K 180
2025
Q2
$214K Buy
+7,170
New +$198K 0.1% 149

Other funds holding SCHK

Blue Barn Wealth's SCHK Position: Q3 2025 in Review

Blue Barn Wealth sold out of Schwab 1000 Index ETF (SCHK) in Q3 2025, closing a stake of 7,170 shares — an estimated $214K sold.

Blue Barn Wealth first reported a position in SCHK in Q2 2025 and held it in 1 quarter. The position peaked at $214K in Q2 2025. 224 funds tracked by Wall St. Rank hold SCHK as of Q3 2025.

  • Blue Barn Wealth reported no remaining Schwab 1000 Index ETF position as of Q3 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 7,170 Schwab 1000 Index ETF shares in Q3 2025, an estimated $214K.
  • Blue Barn Wealth first reported a position in Schwab 1000 Index ETF in Q2 2025 and held it in 1 quarter.
  • Blue Barn Wealth's Schwab 1000 Index ETF position peaked at $214K in Q2 2025.
  • 224 funds tracked by Wall St. Rank held Schwab 1000 Index ETF as of Q3 2025.

Based on Blue Barn Wealth's 13F filing for Q3 2025, filed 14 Nov 2025.