Schwab 1000 Index Etf etf shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Schwab 1000 Index Etf etf
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Quarterly reported holdings in Schwab 1000 Index Etf etf by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11k | 197 | 55.29 |
| 2024-06-30 | $10k | 197 | 52.34 |
| 2024-03-31 | $10k | 197 | 50.67 |
| 2023-12-31 | $9.1k | 197 | 46.06 |
| 2023-09-30 | $8.1k | 197 | 41.30 |
| 2023-06-30 | $8.4k | 197 | 42.79 |
| 2023-03-31 | $7.8k | 197 | 39.55 |
| 2022-12-31 | $7.3k | 197 | 36.93 |
| 2022-09-30 | $7.0k | 197 | 35.53 |
| 2022-06-30 | $7.0k | 197 | 35.53 |
| 2022-03-31 | $9.0k | 197 | 45.69 |
| 2021-12-31 | $10k | 212 | 47.17 |
| 2021-09-30 | $9.0k | 212 | 42.45 |
| 2021-06-30 | $8.0k | 197 | 40.61 |
| 2021-03-31 | $8.0k | 197 | 40.61 |
| 2020-03-31 | $19k | 758 | 25.07 |
| 2019-12-31 | $24k | 755 | 31.79 |
| 2019-09-30 | $22k | 747 | 29.45 |
| 2019-06-30 | $21k | 743 | 28.26 |
| 2019-03-31 | $21k | 743 | 28.26 |
| 2018-12-31 | $8.0k | 322 | 24.84 |