Vestia Personal 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
2025
Q3
$252K Sell
2025
Q2
$240K Sell
2025
Q1
$218K Sell
2024
Q4
$233K Sell
2024
Q3
$230K Sell
2024
Q2
$220K Buy