Schwab 1000 Index Etf etf shares owned by Blue Bell Private Wealth Management
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Blue Bell Private Wealth Management
from 13F filings
Historical chart of Blue Bell Private Wealth Management investment in Schwab 1000 Index Etf etf
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Quarterly reported holdings in Schwab 1000 Index Etf etf by Blue Bell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $387k | 7.0k | 55.29 |
| 2024-06-30 | $366k | 7.0k | 52.33 |
| 2024-03-31 | $360k | 7.1k | 50.67 |
| 2023-12-31 | $332k | 7.2k | 46.06 |
| 2023-09-30 | $305k | 7.4k | 41.30 |
| 2023-06-30 | $319k | 7.5k | 42.79 |
| 2023-03-31 | $295k | 7.5k | 39.55 |
| 2022-12-31 | $284k | 7.7k | 36.93 |
| 2022-09-30 | $266k | 7.7k | 34.62 |
| 2022-06-30 | $286k | 7.9k | 36.42 |
| 2022-03-31 | $347k | 7.9k | 44.04 |
| 2021-12-31 | $368k | 7.9k | 46.55 |
| 2021-09-30 | $328k | 7.7k | 42.58 |
| 2021-06-30 | $245k | 5.7k | 42.69 |
| 2021-03-31 | $235k | 6.0k | 39.38 |
| 2020-12-31 | $220k | 5.9k | 37.31 |
| 2020-09-30 | $192k | 5.8k | 33.06 |
| 2020-06-30 | $180k | 6.0k | 29.92 |
| 2020-03-31 | $153k | 6.1k | 25.01 |
| 2019-12-31 | $193k | 6.1k | 31.53 |
| 2019-09-30 | $161k | 5.5k | 29.18 |
| 2019-06-30 | $163k | 5.6k | 28.95 |
| 2019-03-31 | $157k | 5.6k | 27.88 |
| 2018-12-31 | $140k | 5.7k | 24.46 |
| 2018-09-30 | $218k | 7.6k | 28.56 |
| 2018-06-30 | $219k | 8.2k | 26.77 |
| 2018-03-31 | $179k | 6.9k | 25.99 |
| 2017-12-31 | $147k | 5.6k | 26.18 |
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