Schwab 1000 Index Etf etf shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Schwab 1000 Index Etf etf
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Quarterly reported holdings in Schwab 1000 Index Etf etf by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 36k | 55.29 |
| 2024-06-30 | $1.9M | 37k | 52.33 |
| 2024-03-31 | $1.8M | 36k | 50.67 |
| 2023-12-31 | $243k | 5.3k | 46.06 |
| 2022-06-30 | $175k | 4.8k | 36.56 |
| 2022-03-31 | $288k | 6.5k | 44.01 |
| 2021-12-31 | $206k | 4.4k | 46.51 |
| 2021-09-30 | $188k | 4.4k | 42.59 |
| 2021-06-30 | $175k | 4.1k | 42.61 |
| 2021-03-31 | $161k | 4.1k | 39.32 |
| 2020-12-31 | $153k | 4.1k | 37.47 |
| 2020-09-30 | $135k | 4.1k | 33.19 |
| 2020-06-30 | $105k | 3.4k | 30.49 |
| 2020-03-31 | $82k | 3.4k | 23.91 |
| 2019-09-30 | $98k | 3.4k | 29.03 |
| 2019-06-30 | $99k | 3.4k | 29.13 |
| 2019-03-31 | $17k | 613 | 27.73 |
| 2018-12-31 | $15k | 610 | 24.59 |
More positions owned by Captrust Financial Advisors
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