Focus Partners Wealth
SCHK icon

Focus Partners Wealth’s Schwab 1000 Index ETF SCHK Stock Holding History

Focus Partners Wealth’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
2026
Q1 		$15M Buy
477,541
+231
+0% +$7.57K 0.02% 587
2025
Q4 		$15.7M Sell
477,310
-619
-0.1% -$20.1K 0.02% 553
2025
Q3 		$15.4M Sell
477,929
-2,419
-0.5% -$74.9K 0.02% 456
2025
Q2 		$14.3M Sell
480,348
-5,194
-1% -$143K 0.03% 430
2025
Q1 		$13.1M Sell
485,542
-16,591
-3% -$471K 0.03% 420
2024
Q4 		$14.2M Sell
502,133
-1,949
-0.4% -$55.5K 0.04% 386
2024
Q3 		$13.9M Buy
504,082
+11,048
+2% +$294K 0.04% 341
2024
Q2 		$12.9M Sell
493,034
-29,984
-6% -$757K 0.04% 319
2024
Q1 		$13.3M Sell
523,018
-16,870
-3% -$406K 0.11% 186
2023
Q4 		$12.4M Buy
+539,888
New +$11.6M 0.16% 133

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AAG
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WA
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PSA
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LWM
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