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Schwab 1000 Index Etf etf shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors 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 Capital Performance Advisors 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 Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $12k 220 55.29

More positions owned by Capital Performance Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Amazon (AMZN)

View all positions for Capital Performance Advisors

Top funds holding Schwab 1000 Index Etf etf

Financial Engines Advisors L.L.C
Legacy Wealth Management
Warwick Investment Management
Armstrong Advisory Group
Waddell & Associates
Blake Schutter Theil Wealth Advisors
Colony
Main Street Financial Solutions
Bank of America Corporation
International Assets Investment Management
Mariner Wealth Advisors
Signature Estate and Investment Advisors
HBK Sorce Advisory
Cassady Schiller Wealth Management
Us Bancorp

View all funds holding Schwab 1000 Index Etf etf