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Schwab 1000 Index Etf etf shares owned by Holistic Planning

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

Historical chart of Holistic Planning 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 Holistic Planning 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 Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $215k 6.5k 32.80
2025-09-30 $210k 6.5k 32.12

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPYM)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Holistic Planning

Top funds holding Schwab 1000 Index Etf etf

Financial Engines Advisors L.L.C
Legacy Wealth Management
Warwick Investment Management
Charles Schwab Investment Management
Creative Planning
Armstrong Advisory Group
Waddell & Associates
Plum Street Advisors
Colony
Main Street Financial Solutions
Lighthouse Wealth Management
Mariner Wealth Advisors
Blake Schutter Theil Wealth Advisors
LPL Financial
Signature Estate and Investment Advisors

View all funds holding Schwab 1000 Index Etf etf