Schwab 1000 Index Etf etf shares owned by Burleson & Company
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Burleson & Company
from 13F filings
Historical chart of Burleson & Company investment in Schwab 1000 Index Etf etf
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All positions including Schwab 1000 Index Etf etf held by Burleson & Company 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 Burleson & Company
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $230k | 6.2k | 36.93 |
| 2022-09-30 | $215k | 6.2k | 34.66 |
| 2022-06-30 | $226k | 6.2k | 36.48 |
| 2022-03-31 | $272k | 6.2k | 43.96 |
| 2021-12-31 | $270k | 5.8k | 46.50 |
| 2021-09-30 | $247k | 5.8k | 42.59 |
| 2021-06-30 | $247k | 5.8k | 42.64 |
| 2021-03-31 | $237k | 6.0k | 39.39 |
| 2020-12-31 | $225k | 6.0k | 37.43 |
| 2020-09-30 | $219k | 6.3k | 34.63 |
| 2020-06-30 | $208k | 6.3k | 32.95 |
| 2019-12-31 | $486k | 15k | 32.56 |
| 2019-09-30 | $440k | 15k | 29.47 |
| 2019-06-30 | $440k | 15k | 29.08 |
| 2019-03-31 | $499k | 17k | 28.98 |
| 2018-12-31 | $477k | 17k | 27.36 |