Integrated Wealth Concepts’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
$313K Buy
10,508
+1,896
+22% +$56.5K ﹤0.01% 1526
2025
Q1
$232K Buy
+8,612
New +$232K ﹤0.01% 1547