Ironwood Financial’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
$236K Hold
8,752
0.05% 147
2025
Q1
$236K Buy
8,752
+375
+4% +$10.1K 0.05% 147
2024
Q4
$237K Buy
+8,377
New +$237K 0.05% 145