Schwab Strategic Tr us reit etf shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Schwab Strategic Tr us reit etf
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Quarterly reported holdings in Schwab Strategic Tr us reit etf by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $225k | 11k | 20.71 |
| 2023-09-30 | $192k | 11k | 17.75 |
| 2023-06-30 | $241k | 12k | 19.53 |
| 2023-03-31 | $297k | 15k | 19.50 |
| 2022-12-31 | $328k | 17k | 19.29 |
| 2022-09-30 | $324k | 17k | 18.71 |
| 2022-06-30 | $373k | 18k | 21.07 |
| 2021-12-31 | $460k | 8.7k | 52.65 |
| 2021-03-31 | $440k | 18k | 24.90 |
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