HWA
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Heartwood Wealth Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Heartwood Wealth Advisors’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$356K Buy
+11,941
New +$356K 0.04% 132