Fiduciary Financial Group’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	$1.19M	Buy	39,851 +85	+0.2%	+$2.53K	0.21%	66
2025 Q1	$1M	Buy	39,766 +25,566	+180%	+$646K	0.22%	66
2024 Q4	$399K	Buy	+14,200	New	+$399K	0.09%	139