Schwab 1000 Index Etf etf shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Schwab 1000 Index Etf etf
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Quarterly reported holdings in Schwab 1000 Index Etf etf by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.5M | 68k | 52.33 |
| 2024-03-31 | $3.4M | 68k | 50.67 |
| 2023-12-31 | $3.1M | 68k | 46.06 |
| 2023-09-30 | $2.8M | 68k | 41.30 |
| 2023-06-30 | $2.9M | 69k | 42.79 |
| 2023-03-31 | $8.5M | 143k | 59.32 |
| 2022-12-31 | $5.3M | 144k | 36.93 |
| 2022-09-30 | $2.5M | 73k | 34.61 |
| 2022-06-30 | $2.9M | 81k | 36.46 |
| 2022-03-31 | $3.6M | 81k | 44.04 |
| 2021-12-31 | $3.8M | 82k | 46.58 |
| 2021-09-30 | $3.5M | 82k | 42.60 |
| 2021-06-30 | $3.5M | 83k | 42.66 |
| 2021-03-31 | $3.3M | 85k | 39.42 |
| 2020-12-31 | $3.2M | 85k | 37.39 |
| 2020-09-30 | $2.8M | 85k | 32.98 |
| 2020-06-30 | $2.6M | 86k | 30.35 |
| 2020-03-31 | $2.8M | 110k | 25.07 |
| 2019-12-31 | $4.3M | 138k | 31.57 |
| 2019-09-30 | $4.0M | 138k | 29.16 |
| 2019-06-30 | $4.0M | 139k | 28.87 |
| 2019-03-31 | $3.9M | 140k | 27.83 |
| 2018-12-31 | $3.5M | 142k | 24.52 |