Cape Investment Advisory’s Schwab 1000 Index ETF SCHK Stock Holding History

Cape Investment Advisory’s Portfolio SCHK Stock Details SCHK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$3.28K	Buy
2023 Q4	–	Hold
2023 Q3	–	Hold
2023 Q2	–	Hold
2023 Q1	–	Hold