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Schwab 1000 Index Etf etf shares owned by Vestia Personal Wealth Advisors

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

Historical chart of Vestia Personal 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 Vestia Personal Wealth 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 Vestia Personal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 4.2k 55.29
2024-06-30 $220k 4.2k 52.33

More positions owned by Vestia Personal Wealth Advisors

Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional International Value Etf Etf (DFIV)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Vanguard S&p 500 Etf Etf (VOO)
Dimensional National Municipal Bond Etf Etf (DFNM)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Apple Stock (AAPL)
Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)
Dimensional Core Fixed Income Etf Etf (DFCF)
Innovator Us Equity Accelerated Etf Etf (XDSQ)

View all positions for Vestia Personal Wealth Advisors

Top funds holding Schwab 1000 Index Etf etf

Financial Engines Advisors L.L.C
Legacy Wealth Management
Warwick Investment Management
Armstrong Advisory Group
Waddell & Associates
Blake Schutter Theil Wealth Advisors
Colony
Main Street Financial Solutions
Bank of America Corporation
International Assets Investment Management
Mariner Wealth Advisors
Signature Estate and Investment Advisors
HBK Sorce Advisory
Cassady Schiller Wealth Management
Us Bancorp

View all funds holding Schwab 1000 Index Etf etf