HighTower Advisors’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
$765K Buy
25,667
+2,357
+10% +$70.3K ﹤0.01% 2197
2025
Q1
$628K Buy
23,310
+12,813
+122% +$345K ﹤0.01% 2276
2024
Q4
$297K Sell
10,497
-731
-7% -$20.7K ﹤0.01% 2875
2024
Q3
$311K Buy
11,228
+3,024
+37% +$83.8K ﹤0.01% 2789
2024
Q2
$213K Buy
+8,204
New +$213K ﹤0.01% 2968
2024
Q1
Sell
-43,298
Closed -$997K 3500
2023
Q4
$997K Buy
+43,298
New +$997K ﹤0.01% 1831