Schwab 1000 Index Etf etf shares owned by Stratos Wealth Advisors
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Stratos Wealth Advisors
from 13F filings
Historical chart of Stratos Wealth 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 Stratos Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Schwab 1000 Index Etf etf by Stratos Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $537k | 9.7k | 55.29 |
2024-06-30 | $495k | 9.4k | 52.33 |
2024-03-31 | $508k | 10k | 50.67 |
2023-12-31 | $467k | 10k | 46.06 |
2023-09-30 | $376k | 9.1k | 41.30 |
2023-06-30 | $389k | 9.1k | 42.79 |
2023-03-31 | $358k | 9.1k | 39.55 |
2022-12-31 | $426k | 12k | 36.93 |
2022-09-30 | $624k | 18k | 34.59 |
2022-06-30 | $416k | 11k | 36.44 |
2022-03-31 | $428k | 9.7k | 43.99 |
2021-12-31 | $487k | 11k | 46.55 |
2021-09-30 | $445k | 10k | 42.62 |
2021-06-30 | $493k | 12k | 42.64 |
2021-03-31 | $431k | 11k | 39.45 |
2020-12-31 | $418k | 11k | 37.35 |
2020-09-30 | $462k | 14k | 32.95 |
2020-06-30 | $412k | 14k | 30.34 |
2020-03-31 | $298k | 12k | 25.04 |
2019-12-31 | $400k | 13k | 31.60 |
2019-09-30 | $400k | 14k | 29.17 |
2019-06-30 | $458k | 16k | 28.89 |
2019-03-31 | $300k | 11k | 27.80 |
2018-12-31 | $261k | 11k | 24.50 |