Destination Wealth Management’s Schwab 1000 Index ETF SCHK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-24,065
Closed -$648K 257
2025
Q1
$648K Buy
+24,065
New +$648K 0.02% 143
2018
Q2
Sell
-80
Closed -$1K 624
2018
Q1
$1K Buy
+80
New +$1K ﹤0.01% 555