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Schwab 1000 Index Etf etf shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management 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 Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab 1000 Index Etf etf by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $298k 9.3k 32.12
2025-06-30 $277k 9.3k 29.82
2025-03-31 $250k 9.3k 26.92

More positions owned by Robertson Stephens Wealth Management

Applovin Corp Com Cl A (APP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Robertson Stephens Wealth Management

Top funds holding Schwab 1000 Index Etf etf

Financial Engines Advisors L.L.C
Legacy Wealth Management
Warwick Investment Management
Creative Planning
Armstrong Advisory Group
Waddell & Associates
Charles Schwab Investment Management
Plum Street Advisors
Colony
Main Street Financial Solutions
Lighthouse Wealth Management
Mariner Wealth Advisors
Blake Schutter Theil Wealth Advisors
LPL Financial
Signature Estate and Investment Advisors

View all funds holding Schwab 1000 Index Etf etf