Schwab 1000 Index Etf etf shares owned by KC Investment Advisors
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by KC Investment Advisors
from 13F filings
Historical chart of KC Investment Advisors investment in Schwab 1000 Index Etf etf
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Quarterly reported holdings in Schwab 1000 Index Etf etf by KC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $538k | 17k | 32.66 |
| 2025-06-30 | $489k | 16k | 29.82 |
| 2025-03-31 | $881k | 33k | 26.92 |
| 2024-12-31 | $462k | 16k | 28.31 |
| 2024-09-30 | $450k | 8.1k | 55.29 |
| 2024-06-30 | $419k | 8.0k | 52.33 |
| 2024-03-31 | $406k | 8.0k | 50.67 |
| 2023-12-31 | $368k | 8.0k | 46.06 |
| 2023-09-30 | $328k | 8.0k | 41.30 |
| 2023-06-30 | $339k | 7.9k | 42.79 |
| 2023-03-31 | $312k | 7.9k | 39.54 |
| 2022-12-31 | $290k | 7.9k | 36.88 |
| 2022-09-30 | $271k | 7.8k | 34.61 |
| 2022-06-30 | $284k | 7.8k | 36.42 |
| 2022-03-31 | $342k | 7.8k | 44.03 |
| 2021-12-31 | $361k | 7.7k | 46.61 |
| 2021-09-30 | $329k | 7.7k | 42.63 |
| 2021-06-30 | $328k | 7.7k | 42.63 |
| 2021-03-31 | $302k | 7.7k | 39.37 |
| 2020-12-31 | $286k | 7.6k | 37.39 |
| 2020-09-30 | $230k | 7.6k | 30.36 |
| 2020-06-30 | $230k | 7.6k | 30.36 |
| 2019-12-31 | $346k | 11k | 31.54 |
| 2019-09-30 | $320k | 11k | 29.18 |