HHM Wealth Advisors »

Schwab Strategic Tr us reit etf shares owned by HHM Wealth Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by HHM Wealth Advisors from 13F filings

Historical chart of HHM 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 HHM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us reit etf by HHM Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.6M 90k 17.75
2023-06-30 $1.8M 92k 19.53
2023-03-31 $1.8M 93k 19.50
2022-12-31 $1.8M 93k 19.29
2022-09-30 $855k 46k 18.69
2022-06-30 $963k 46k 21.09
2022-03-31 $1.1M 46k 24.88
2021-12-31 $1.1M 21k 52.68
2021-09-30 $962k 21k 45.67
2021-06-30 $965k 21k 45.81
2021-03-31 $879k 21k 41.08
2020-12-31 $780k 21k 37.96
2020-09-30 $762k 22k 35.36
2020-06-30 $749k 21k 35.23
2020-03-31 $726k 22k 32.72
2019-12-31 $1.1M 23k 45.93
2019-09-30 $1.0M 21k 47.18
2019-06-30 $1.1M 24k 44.42
2019-03-31 $1.1M 24k 44.44
2018-12-31 $1.0M 27k 38.51