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Waverly Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

Waverly 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 		$341K Sell
11,431
-344
-3% -$10.3K ﹤0.01% 922
2025
Q1 		$317K Buy
+11,775
New +$317K ﹤0.01% 906