YHB Investment Advisors’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 Q2	$327K	Buy	10,980 +2	+0%	+$59	0.03%	242
2025 Q1	$296K	Sell	10,978 -3,632	-25%	-$97.8K	0.02%	243
2024 Q4	$414K	Buy	14,610 +4,772	+49%	+$135K	0.03%	208
2024 Q3	$272K	Buy	+9,838	New	+$272K	0.02%	244