Empirical Wealth Management’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
$277K Sell
2025
Q1
$281K Hold
2024
Q4
$296K Sell
2024
Q3
$289K Buy
2024
Q2
$265K Buy
2024
Q1
$245K Sell
2023
Q4
$262K Sell
2023
Q3
$276K Buy
2023
Q2
$257K Buy