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Schwab 1000 Index Etf etf shares owned by Waldron

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

Historical chart of Waldron 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 Waldron 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 Waldron

Quarter filed Position value Share count Share price at filing
2026-06-30 $577k 16k 36.06

More positions owned by Waldron

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Glb Infrastr Etf (IGF)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Rus 2000 Val Etf (IWN)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Waldron

Top funds holding Schwab 1000 Index Etf etf

Financial Engines Advisors L.L.C
Armstrong Advisory Group
Legacy Wealth Management
Charles Schwab Investment Management
Sixth Street Partners Management Company
Creative Planning
Warwick Investment Management
Waddell & Associates
Pension & Wealth Management Advisors
Plum Street Advisors
Colony
FreeGulliver
Main Street Financial Solutions
Mariner Wealth Advisors
Lighthouse Wealth Management

View all funds holding Schwab 1000 Index Etf etf