Chicago Partners Investment Group’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
2026 Q1	$559K	Buy	16,312 +1,235	+8%	+$40.5K	0.01%	824
2025 Q4	$501K	Buy	15,077 +1	+0%	+$33	0.01%	763
2025 Q3	$499K	Buy	15,076 +13	+0.1%	+$402	0.01%	701
2025 Q2	$461K	Sell	15,063 -6	-0%	-$165	0.01%	634
2025 Q1	$408K	Buy	15,069 +14	+0.1%	+$398	0.01%	585
2024 Q4	$429K	Sell	15,055 -15,027	-50%	-$428K	0.01%	549
2024 Q3	$419K	Buy	30,082 +15,034	+100%	+$400K	0.01%	530
2024 Q2	$393K	Buy	15,048 +250	+2%	+$6.32K	0.02%	528
2024 Q1	$361K	Buy	14,798 +190	+1%	+$4.58K	0.02%	526
2023 Q4	$342K	Hold	14,608	–	–	0.02%	514
2023 Q3	$296K	Sell	14,608 -4	-0%	-$86	0.02%	514
2023 Q2	$318K	Buy	14,612 +16	+0.1%	+$324	0.02%	515
2023 Q1	$290K	Buy	14,596 +16	+0.1%	+$309	0.02%	509
2022 Q4	$293K	Buy	+14,580	New	+$271K	0.02%	481
2021 Q4	–	Sell	-11,776	Closed	-$271K	–	604
2021 Q3	$271K	Hold	11,776	–	–	0.02%	463
2021 Q2	$258K	Hold	11,776	–	–	0.02%	457
2021 Q1	$246K	Hold	11,776	–	–	0.02%	442
2020 Q4	$226K	Buy	+11,776	New	+$207K	0.02%	418