YHB Investment Advisors’s Schwab 1000 Index ETF SCHK Stock Holding History

YHB Investment Advisors’s Portfolio SCHK Stock Details SCHK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$324K	Sell
2025 Q2	$327K	Buy
2025 Q1	$296K	Sell
2024 Q4	$414K	Buy
2024 Q3	$272K	Buy