Clearstead Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Clearstead Advisors’s Portfolio SCHK Stock Details SCHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$993K	Buy
2025 Q1	$837K	Buy
2024 Q4	$755K	Buy
2024 Q3	$607K	Buy
2024 Q2	$279K	Buy
2024 Q1	$252K	Buy
2023 Q1	–	Sell
2022 Q4	$15.6K	Buy
2022 Q3	$15K	Buy
2022 Q2	$15K	Buy
2022 Q1	$18K	Buy