Schwab 1000 Index Etf etf shares owned by IFP Advisors
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by IFP Advisors
from 13F filings
Historical chart of IFP Advisors investment in Schwab 1000 Index Etf etf
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Quarterly reported holdings in Schwab 1000 Index Etf etf by IFP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $17k | 330 | 52.33 |
| 2024-03-31 | $17k | 330 | 50.67 |
| 2023-12-31 | $15k | 330 | 46.06 |
| 2023-09-30 | $811k | 20k | 41.30 |
| 2023-06-30 | $707k | 26k | 26.99 |
| 2023-03-31 | $564k | 21k | 26.99 |
| 2022-12-31 | $417k | 16k | 26.64 |
| 2022-09-30 | $9.0k | 330 | 27.27 |
| 2022-06-30 | $9.0k | 330 | 27.27 |
| 2022-03-31 | $9.0k | 330 | 27.27 |
| 2021-12-31 | $15k | 330 | 45.45 |
| 2021-09-30 | $14k | 330 | 42.42 |
| 2021-06-30 | $239k | 5.6k | 42.58 |
| 2021-03-31 | $14k | 362 | 38.67 |
| 2020-12-31 | $16k | 415 | 38.55 |
| 2020-09-30 | $15k | 445 | 33.71 |
| 2020-06-30 | $14k | 477 | 29.35 |
| 2020-03-31 | $12k | 477 | 25.16 |
| 2019-12-31 | $15k | 477 | 31.45 |
| 2019-09-30 | $14k | 477 | 29.35 |
| 2018-12-31 | $14k | 562 | 24.91 |