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Schwab 1000 Index Etf etf shares owned by Forum Financial Management

Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial 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 Forum Financial Management 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 Forum Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 5.8k 36.06