Schwab 1000 Index Etf etf shares owned by Plum Street Advisors
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Plum Street Advisors
from 13F filings
Historical chart of Plum Street Advisors investment in Schwab 1000 Index Etf etf
Tip: Access up to 7 years of quarterly data
All positions including Schwab 1000 Index Etf etf held by Plum Street Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab 1000 Index Etf etf by Plum Street Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 682k | 32.12 |
| 2025-06-30 | $21M | 710k | 29.82 |
| 2025-03-31 | $20M | 746k | 26.92 |
| 2024-12-31 | $21M | 730k | 28.31 |
| 2024-09-30 | $21M | 377k | 55.29 |
| 2024-06-30 | $20M | 377k | 52.33 |
| 2024-03-31 | $21M | 377k | 55.29 |
| 2023-12-31 | $18M | 386k | 46.06 |