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Schwab 1000 Index Etf etf shares owned by Sterling Investment Advisors

Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Sterling Investment Advisors from 13F filings

Historical chart of Sterling Investment 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 Sterling Investment Advisors 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 Sterling Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $203k 5.6k 36.06
2022-06-30 $27k 750 36.00
2022-03-31 $33k 750 44.00
2021-12-31 $35k 750 46.67
2021-09-30 $32k 750 42.67
2021-06-30 $16k 375 42.67
2021-03-31 $15k 375 40.00