Schwab 1000 Index Etf etf shares owned by Waddell & Associates
Quarter-by-quarter ownership of Schwab 1000 Index Etf etf (SCHK) shares owned by Waddell & Associates
from 13F filings
Historical chart of Waddell & Associates investment in Schwab 1000 Index Etf etf
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Quarterly reported holdings in Schwab 1000 Index Etf etf by Waddell & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $66M | 2.1M | 32.12 |
| 2025-06-30 | $59M | 2.0M | 29.82 |
| 2025-03-31 | $54M | 2.0M | 26.92 |
| 2024-12-31 | $55M | 1.9M | 28.31 |
| 2024-09-30 | $53M | 963k | 55.29 |
| 2024-06-30 | $50M | 950k | 52.33 |
| 2024-03-31 | $48M | 950k | 50.67 |
| 2023-09-30 | $41M | 982k | 41.30 |
| 2023-06-30 | $42M | 973k | 42.79 |
| 2023-03-31 | $38M | 971k | 39.55 |
| 2022-12-31 | $36M | 969k | 36.93 |
| 2022-09-30 | $32M | 911k | 34.61 |
| 2022-06-30 | $32M | 879k | 36.46 |
| 2022-03-31 | $39M | 881k | 44.03 |
| 2021-12-31 | $40M | 850k | 46.58 |
| 2021-09-30 | $36M | 848k | 42.60 |
| 2021-06-30 | $35M | 828k | 42.66 |
| 2021-03-31 | $32M | 817k | 39.42 |
| 2020-12-31 | $30M | 799k | 37.39 |
| 2020-09-30 | $26M | 790k | 32.98 |
| 2020-06-30 | $24M | 787k | 30.35 |
| 2019-12-31 | $24M | 748k | 31.57 |
| 2019-09-30 | $22M | 768k | 29.16 |
| 2019-06-30 | $23M | 779k | 28.87 |
| 2019-03-31 | $22M | 777k | 27.83 |
| 2018-12-31 | $18M | 733k | 24.52 |