MBFW
SCHK icon

Morton Brown Family Wealth’s Schwab 1000 Index ETF SCHK Stock Holding History

Morton Brown Family Wealth’s Portfolio SCHK Stock Details SCHK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20
Closed -$566 – 351
2024
Q4 		$566 Hold
20
– – ﹤0.01% 260
2024
Q3 		$553 Buy
+20
New +$553 ﹤0.01% 249