Choate Investment 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
Q3
Sell
2025
Q2
$25.9K Buy
2023
Q4
Sell
2023
Q3
$18K Hold
2023
Q2
$18.6K Hold
2023
Q1
$17.2K Hold
2022
Q4
$16.1K Hold
2022
Q3
$15K Hold
2022
Q2
$16K Hold
2022
Q1
$19K Hold
2021
Q4
$20K Buy