Key Financial Inc’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
$65.5K Hold
2,197
0.01% 445
2025
Q1
$59.1K Sell
2,197
-1,571
-42% -$42.3K 0.01% 451
2024
Q4
$107K Buy
+3,768
New +$107K 0.02% 337