Plum Street 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
2025
Q2
$21.2M Sell
2025
Q1
$20.1M Buy
2024
Q4
$20.7M Sell
2024
Q3
$20.9M Buy
2024
Q2
$19.7M Sell
2024
Q1
$20.9M Sell
2023
Q4
$17.8M Buy