Schwab 1000 Index Etf etf shares owned by Creative Planning
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Schwab 1000 Index Etf etf
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Quarterly reported holdings in Schwab 1000 Index Etf etf by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 51k | 55.29 |
| 2024-06-30 | $2.6M | 49k | 52.33 |
| 2024-03-31 | $2.2M | 42k | 50.67 |
| 2023-12-31 | $1.7M | 36k | 46.06 |
| 2023-09-30 | $1.5M | 36k | 41.30 |
| 2023-06-30 | $1.3M | 30k | 42.79 |
| 2023-03-31 | $999k | 25k | 39.55 |
| 2022-12-31 | $1.3M | 36k | 36.93 |
| 2022-09-30 | $1.4M | 40k | 34.61 |
| 2022-06-30 | $1.1M | 31k | 36.46 |
| 2022-03-31 | $462k | 11k | 44.06 |
| 2021-12-31 | $460k | 9.9k | 46.59 |
| 2021-09-30 | $241k | 5.7k | 42.59 |
| 2021-06-30 | $401k | 9.4k | 42.64 |
| 2021-03-31 | $200k | 5.1k | 39.40 |