Medallion Wealth Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$142K Hold
2025
Q4
$148K Hold
2025
Q3
$145K Hold
2025
Q2
$135K Buy
2025
Q1
$82.4K Hold
2024
Q4
$86.3K Buy