D.L. Carlson 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
2025
Q2
$532K Buy
2025
Q1
$479K Buy
2024
Q4
$502K Buy
2024
Q3
$488K Buy