Mather Group’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 Q1	–	Sell	-1,217	Closed	-$34.5K	–	1852
2024 Q4	$34.5K	Sell	1,217 -273	-18%	-$7.73K	﹤0.01%	947
2024 Q3	$41.2K	Sell	1,490 -4,866	-77%	-$135K	﹤0.01%	917
2024 Q2	$161K	Buy	+6,356	New	+$161K	﹤0.01%	667