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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab 1000 Index Etf etf held by Blue Bell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
2025-09-30 $435k 14k 32.12
2025-06-30 $410k 14k 29.82
2025-03-31 $376k 14k 26.92
2024-12-31 $395k 14k 28.31
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

More positions owned by Blue Bell Private Wealth Management

Spdr S&p 500 Etf Trust Etf Call Option (SPY)
General Amern Invs Cef (GAM)
Schwab U.s. Large-cap Etf Etf (SCHX)
Adams Diversified Equity Cef (ADX)
Schwab U.s. Broad Market Etf Etf (SCHB)
Central Secs Corp Cef (CET)
Tri Contl Corp Cef (TY)
Ishares Russell 2000 Etf Etf (IWM)
Vanguard Total Stock Market Etf Etf (VTI)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Royce Small Cap Trust Cef (RVT)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Apple Stock (AAPL)
Vanguard S&p 500 Etf Etf (VOO)

View all positions for Blue Bell Private Wealth Management

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