Rothschild Investment LLC’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
Q2
$146K Hold
4,880
0.01% 570
2025
Q1
$131K Hold
4,880
0.01% 583
2024
Q4
$138K Hold
4,880
0.01% 579
2024
Q3
$135K Hold
4,880
0.01% 590
2024
Q2
$128K Buy
+4,880
New +$128K 0.01% 580