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Schwab Strategic Tr us reit etf shares owned by Capital Directions Investment Advisory

Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Capital Directions Investment Advisory from 13F filings

Historical chart of Capital Directions Investment Advisory investment in Schwab Strategic Tr us reit etf

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us reit etf held by Capital Directions Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us reit etf by Capital Directions Investment Advisory

Quarter filed Position value Share count Share price at filing
2022-12-31 $31k 1.6k 19.29
2022-09-30 $0 0 0.00
2022-06-30 $33k 1.6k 20.86
2022-03-31 $39k 1.6k 24.65
2021-09-30 $36k 791 45.51
2021-06-30 $36k 791 45.51
2020-12-31 $30k 791 37.81
2020-09-30 $28k 791 35.40
2020-06-30 $28k 791 35.40
2020-03-31 $28k 869 32.22
2019-12-31 $40k 869 46.03
2019-09-30 $41k 869 47.18
2019-06-30 $47k 1.1k 44.72
2019-03-31 $47k 1.1k 44.72
2018-12-31 $40k 1.1k 38.06
2018-09-30 $44k 1.1k 41.86
2018-06-30 $35k 826 42.37
2018-03-31 $67k 1.8k 37.98
2017-12-31 $73k 1.8k 41.43
2017-09-30 $72k 1.8k 40.89
2017-06-30 $43k 1.1k 40.91
2017-03-31 $45k 1.1k 40.50
2016-12-31 $46k 1.1k 41.40
2016-09-30 $47k 1.1k 42.30
2016-06-30 $48k 1.1k 43.20
2016-03-31 $46k 1.1k 41.40
2015-12-31 $55k 1.4k 39.43
2015-09-30 $52k 1.4k 37.28
2015-06-30 $51k 1.4k 36.56
2015-03-31 $54k 1.4k 38.71
2014-12-31 $59k 1.4k 42.29
2014-09-30 $53k 1.4k 37.99
2014-06-30 $63k 1.8k 35.20
2014-03-31 $59k 1.8k 32.96
2013-12-31 $56k 1.9k 30.24
2013-09-30 $73k 2.3k 31.09
2013-06-30 $77k 2.4k 31.91
2013-03-31 $81k 2.5k 32.71

More positions owned by Capital Directions Investment Advisory

SPDR DJ Wilshire Large Cap Growth (SPYG)
iShares Russell 2000 Index (IWM)
SPDR DJ Wilshire Small Cap Growth (SLYG)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
iShares S&P MidCap 400 Growth (IJK)
iShares MSCI EAFE Index Fund (EFA)
iShares Russell 3000 Index (IWV)
iShares Russell 2000 Value Index (IWN)
Vanguard Total Stock Market ETF (VTI)
Vanguard FTSE All-World ex-US ETF (VEU)
iShares Russell 1000 Value Index (IWD)
ISHARES TR MSCI Small Cap msci small cap (SCZ)
iShares Russell 1000 Growth Index (IWF)
iShares Russell 2000 Growth Index (IWO)
Ishares Inc core msci emkt (IEMG)

View all positions for Capital Directions Investment Advisory

Top funds holding Schwab Strategic Tr us reit etf

Charles Schwab Investment Advisory
Creative Planning
Us Bancorp
Charles Schwab Investment Management
Envestnet Portfolio Solutions
HPM Partners
Huntington Asset Advisors
Moneta Group Investment Advisors
Moisand Fitzgerald Tamayo
Pnc Financial Services
Charles Schwab Trust
Apollon Wealth Management
M^T Bank Corporation
Foster & Motley
Benjamin F. Edwards & Company

View all funds holding Schwab Strategic Tr us reit etf