Schwab Strategic Tr us reit etf shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors 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 Financial Synergies Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab Strategic Tr us reit etf by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $142k | 7.0k | 20.30 |
| 2023-12-31 | $144k | 7.4k | 19.29 |
| 2023-09-30 | $133k | 7.5k | 17.75 |
| 2023-06-30 | $145k | 7.4k | 19.53 |
| 2023-03-31 | $146k | 7.5k | 19.50 |
| 2022-12-31 | $144k | 7.4k | 19.29 |
| 2022-09-30 | $138k | 7.4k | 18.69 |
| 2022-06-30 | $159k | 7.5k | 21.09 |
| 2022-03-31 | $217k | 8.7k | 24.89 |
| 2021-12-31 | $239k | 4.5k | 52.69 |
| 2021-09-30 | $209k | 4.6k | 45.68 |
| 2021-06-30 | $208k | 4.6k | 45.79 |
| 2021-03-31 | $332k | 8.1k | 41.09 |
| 2020-12-31 | $370k | 9.7k | 37.97 |
| 2020-09-30 | $978k | 28k | 35.37 |
| 2020-06-30 | $2.1M | 59k | 35.22 |
| 2020-03-31 | $1.9M | 59k | 32.74 |
| 2019-12-31 | $2.4M | 51k | 45.96 |
| 2019-09-30 | $2.2M | 46k | 47.17 |
| 2019-06-30 | $1.9M | 43k | 44.44 |
| 2019-03-31 | $1.6M | 37k | 44.43 |
More positions owned by Financial Synergies Wealth Advisors
View all positions for Financial Synergies Wealth Advisors
Top funds holding Schwab Strategic Tr us reit etf
View all funds holding Schwab Strategic Tr us reit etf