Schwab 1000 Index Etf etf shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller 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 Cassady Schiller Wealth Management 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 Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.1M | 45k | 46.05 |
| 2023-09-30 | $1.9M | 45k | 41.30 |
| 2023-06-30 | $1.8M | 41k | 42.79 |
| 2023-03-31 | $1.6M | 40k | 39.55 |
| 2022-12-31 | $2.0M | 54k | 36.93 |
| 2022-09-30 | $1.5M | 44k | 34.62 |
| 2022-06-30 | $1.7M | 47k | 36.46 |
| 2022-03-31 | $2.0M | 46k | 44.04 |
| 2021-12-31 | $2.0M | 42k | 46.59 |
More positions owned by Cassady Schiller Wealth Management
View all positions for Cassady Schiller Wealth Management