Schwab Strategic Tr us reit etf shares owned by Altfest L J & Co
Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Altfest L J & Co
from 13F filings
Historical chart of Altfest L J & Co investment in Schwab Strategic Tr us reit etf
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Quarterly reported holdings in Schwab Strategic Tr us reit etf by Altfest L J & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $736k | 36k | 20.29 |
| 2023-12-31 | $750k | 36k | 20.72 |
| 2023-09-30 | $754k | 43k | 17.75 |
| 2023-06-30 | $603k | 31k | 19.54 |
| 2023-03-31 | $642k | 33k | 19.50 |
| 2022-12-31 | $6.6M | 343k | 19.29 |
| 2022-09-30 | $498k | 27k | 18.68 |
| 2022-06-30 | $523k | 25k | 21.11 |
| 2022-03-31 | $613k | 25k | 24.90 |
| 2021-12-31 | $639k | 12k | 52.65 |
| 2021-09-30 | $533k | 12k | 45.66 |
| 2021-06-30 | $513k | 11k | 45.78 |
| 2021-03-31 | $468k | 11k | 41.10 |
| 2020-12-31 | $429k | 11k | 37.95 |
| 2020-09-30 | $439k | 12k | 35.34 |
| 2020-06-30 | $347k | 9.9k | 35.19 |
| 2020-03-31 | $327k | 10k | 32.69 |
| 2019-12-31 | $454k | 9.9k | 45.93 |
| 2019-09-30 | $460k | 9.7k | 47.20 |
| 2019-06-30 | $445k | 10k | 44.43 |
| 2019-03-31 | $363k | 8.0k | 45.19 |
| 2018-12-31 | $357k | 9.3k | 38.53 |
| 2018-09-30 | $384k | 9.2k | 41.74 |
| 2018-06-30 | $383k | 9.2k | 41.74 |
| 2018-03-31 | $350k | 9.1k | 38.27 |
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