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Sequoia Financial Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Sequoia Financial Advisors’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
Q2 		$247K Buy
8,290
+347
+4% +$10.3K ﹤0.01% 1358
2025
Q1 		$214K Buy
7,943
+224
+3% +$6.03K ﹤0.01% 1226
2024
Q4 		$219K Buy
+7,719
New +$219K ﹤0.01% 1173