Windsor Advisory Group’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 Q1	–	Sell	-32,017	Closed	-$906K	–	72
2024 Q4	$906K	Sell	32,017 -31,855	-50%	-$902K	1.05%	15
2024 Q3	$1.77M	Sell	63,872 -90,426	-59%	-$2.5M	1.99%	8
2024 Q2	$4.04M	Buy	+154,298	New	+$4.04M	8.09%	3