Medallion Wealth Advisors, LLC’s Schwab 1000 Index ETF SCHK Stock Holding History

Medallion Wealth Advisors, LLC’s Portfolio SCHK Stock Details SCHK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$142K	Hold
2025 Q4	$148K	Hold
2025 Q3	$145K	Hold
2025 Q2	$135K	Buy
2025 Q1	$82.4K	Hold
2024 Q4	$86.3K	Buy