MAI Capital Management’s Schwab 1000 Index ETF SCHK Stock Holding History

MAI Capital Management’s Portfolio SCHK Stock Details SCHK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$3.56M	Hold
2025 Q2	$3.31M	Hold
2025 Q1	$2.99M	Hold
2024 Q4	$3.14M	Buy
2024 Q3	$3.06M	Sell
2024 Q2	$2.93M	Sell
2024 Q1	$2.88M	Buy