Schwab 1000 Index Etf etf shares owned by Everhart Financial Group
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in Schwab 1000 Index Etf etf
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Quarterly reported holdings in Schwab 1000 Index Etf etf by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $845k | 15k | 55.29 |
| 2024-06-30 | $800k | 15k | 52.33 |
| 2024-03-31 | $774k | 15k | 50.67 |
| 2023-12-31 | $710k | 15k | 46.06 |
| 2023-09-30 | $637k | 15k | 41.30 |
| 2023-06-30 | $660k | 15k | 42.79 |
| 2023-03-31 | $610k | 15k | 39.55 |
| 2022-12-31 | $569k | 15k | 36.93 |
| 2022-09-30 | $652k | 19k | 34.61 |
| 2022-06-30 | $687k | 19k | 36.47 |
| 2022-03-31 | $679k | 15k | 44.04 |
| 2021-12-31 | $718k | 15k | 46.57 |
| 2021-09-30 | $657k | 15k | 42.62 |
| 2021-06-30 | $658k | 15k | 42.67 |
| 2021-03-31 | $752k | 19k | 39.47 |
| 2020-12-31 | $739k | 20k | 37.38 |