Schwab 1000 Index Etf etf shares owned by Trifecta Capital Advisors
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Trifecta Capital Advisors
from 13F filings
Historical chart of Trifecta Capital Advisors investment in Schwab 1000 Index Etf etf
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Schwab 1000 Index Etf etf by Trifecta Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2k | 40 | 55.30 |
| 2024-06-30 | $2.1k | 40 | 52.35 |
| 2024-03-31 | $2.0k | 40 | 50.68 |
| 2023-12-31 | $1.8k | 40 | 46.08 |
| 2023-09-30 | $1.7k | 40 | 41.30 |
| 2023-06-30 | $1.7k | 40 | 42.80 |
| 2023-03-31 | $1.6k | 40 | 39.55 |
| 2022-12-31 | $1.5k | 40 | 36.93 |