Schwab 1000 Index Etf etf shares owned by Grubman Wealth Management
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Grubman Wealth Management
from 13F filings
Historical chart of Grubman 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 Grubman 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 Grubman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.4M | 120k | 28.31 |
| 2024-09-30 | $3.3M | 60k | 55.29 |
| 2024-06-30 | $3.2M | 60k | 52.50 |
| 2024-03-31 | $3.0M | 60k | 50.67 |
| 2023-12-31 | $3.0M | 64k | 46.07 |
| 2023-09-30 | $2.7M | 64k | 41.30 |
| 2023-06-30 | $2.8M | 64k | 42.79 |
| 2023-03-31 | $3.1M | 79k | 39.55 |
| 2022-12-31 | $2.9M | 79k | 36.93 |
| 2022-09-30 | $2.7M | 79k | 34.61 |
| 2022-06-30 | $2.9M | 79k | 36.46 |
| 2022-03-31 | $3.5M | 79k | 44.03 |
| 2021-12-31 | $3.7M | 79k | 46.59 |
| 2021-09-30 | $3.4M | 79k | 42.60 |
| 2021-06-30 | $3.4M | 79k | 42.66 |
| 2021-03-31 | $3.5M | 89k | 39.42 |
| 2020-12-31 | $3.3M | 89k | 37.39 |
| 2020-09-30 | $2.9M | 89k | 32.98 |
| 2020-06-30 | $2.8M | 92k | 30.34 |
| 2020-03-31 | $2.4M | 94k | 25.07 |