Schwab 1000 Index Etf etf shares owned by Private Ocean
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Private Ocean
from 13F filings
Historical chart of Private Ocean investment in Schwab 1000 Index Etf etf
Tip: Access up to 7 years of quarterly data
All positions including Schwab 1000 Index Etf etf held by Private Ocean consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab 1000 Index Etf etf by Private Ocean
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $40k | 797 | 50.64 |
| 2023-12-31 | $37k | 796 | 46.07 |
| 2023-09-30 | $19k | 459 | 41.28 |
| 2023-06-30 | $20k | 457 | 42.80 |
| 2023-03-31 | $18k | 455 | 39.59 |
| 2022-12-31 | $17k | 456 | 36.86 |
| 2022-09-30 | $9.0k | 280 | 32.14 |
| 2022-06-30 | $10k | 279 | 35.84 |
| 2022-03-31 | $12k | 279 | 43.01 |
| 2021-12-31 | $9.0k | 194 | 46.39 |
| 2021-09-30 | $8.0k | 193 | 41.45 |
| 2021-06-30 | $8.0k | 193 | 41.45 |
| 2021-03-31 | $8.0k | 192 | 41.67 |
| 2020-12-31 | $7.0k | 192 | 36.46 |
| 2020-09-30 | $3.0k | 99 | 30.30 |
| 2020-06-30 | $3.0k | 99 | 30.30 |
| 2020-03-31 | $8.0k | 349 | 22.92 |
| 2019-12-31 | $4.0k | 99 | 40.40 |
| 2019-09-30 | $1.0k | 15 | 66.67 |
| 2019-06-30 | $0 | 14 | 0.00 |