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Schwab Strategic Tr us reit etf shares owned by JFG Wealth Management

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

Historical chart of JFG Wealth Management 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 JFG Wealth Management 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 JFG Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 62k 20.71
2022-09-30 $2.3M 124k 18.68
2020-09-30 $1.5k 42 35.62
2018-12-31 $545k 14k 38.45

More positions owned by JFG Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Small Cp Etf (VB)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Real Estate Etf (VNQ)
Accolade (ACCD)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Em Mkt Sm-cp Etf (EEMS)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)
Spdr Ser Tr Spdr S&p 500 Etf (SPYX)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for JFG Wealth Management

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