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Schwab 1000 Index Etf etf shares owned by Wescott Financial Advisory Group

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

Historical chart of Wescott Financial Advisory Group 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 Wescott Financial Advisory Group 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 Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.0M 91k 32.80

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Wescott Financial Advisory Group

Top funds holding Schwab 1000 Index Etf etf

Financial Engines Advisors L.L.C
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Warwick Investment Management
Charles Schwab Investment Management
Creative Planning
Armstrong Advisory Group
Waddell & Associates
Plum Street Advisors
Colony
Main Street Financial Solutions
Lighthouse Wealth Management
Mariner Wealth Advisors
Blake Schutter Theil Wealth Advisors
LPL Financial
Signature Estate and Investment Advisors

View all funds holding Schwab 1000 Index Etf etf