Schwab 1000 Index Etf etf shares owned by HB Wealth Management
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in Schwab 1000 Index Etf etf
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Quarterly reported holdings in Schwab 1000 Index Etf etf by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $450k | 14k | 32.12 |
| 2025-06-30 | $412k | 14k | 29.82 |
| 2025-03-31 | $377k | 14k | 26.92 |
| 2024-12-31 | $397k | 14k | 28.31 |
| 2024-09-30 | $387k | 7.0k | 55.29 |
| 2024-06-30 | $367k | 7.0k | 52.33 |
| 2024-03-31 | $355k | 7.0k | 50.67 |
| 2023-12-31 | $323k | 7.0k | 46.06 |
| 2023-09-30 | $289k | 7.0k | 41.30 |
| 2023-06-30 | $300k | 7.0k | 42.79 |
| 2023-03-31 | $278k | 7.0k | 39.55 |
| 2022-12-31 | $255k | 6.9k | 36.93 |
| 2022-09-30 | $239k | 6.9k | 34.64 |
| 2022-06-30 | $262k | 7.2k | 36.52 |
| 2022-03-31 | $316k | 7.2k | 44.04 |
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