Schwab 1000 Index Etf etf shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in Schwab 1000 Index Etf etf
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Quarterly reported holdings in Schwab 1000 Index Etf etf by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $47M | 1.3M | 36.06 |
| 2026-03-31 | $42M | 1.3M | 31.33 |
| 2025-12-31 | $42M | 1.3M | 32.80 |
| 2025-09-30 | $38M | 1.2M | 32.12 |
| 2025-06-30 | $28M | 950k | 29.82 |
| 2025-03-31 | $25M | 933k | 26.92 |
| 2024-12-31 | $36M | 1.3M | 28.31 |
| 2024-09-30 | $30M | 534k | 55.29 |
| 2024-06-30 | $34M | 647k | 52.33 |
| 2024-03-31 | $33M | 647k | 50.67 |
| 2023-12-31 | $19M | 415k | 46.06 |
| 2023-09-30 | $14M | 326k | 41.30 |
| 2023-06-30 | $9.7M | 153k | 63.43 |
| 2023-03-31 | $9.3M | 236k | 39.55 |
| 2022-12-31 | $8.2M | 221k | 36.93 |
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