Schwab Strategic Tr us reit etf shares owned by Lutz Financial Services
Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Lutz Financial Services
from 13F filings
Historical chart of Lutz Financial Services investment in Schwab Strategic Tr us reit etf
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Quarterly reported holdings in Schwab Strategic Tr us reit etf by Lutz Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $441k | 22k | 20.30 |
| 2023-12-31 | $472k | 23k | 20.71 |
| 2023-09-30 | $312k | 18k | 17.75 |
| 2023-06-30 | $409k | 21k | 19.53 |
| 2023-03-31 | $464k | 24k | 19.50 |
| 2022-12-31 | $682k | 35k | 19.29 |
| 2022-09-30 | $728k | 39k | 18.70 |
| 2022-06-30 | $824k | 39k | 21.10 |
| 2022-03-31 | $1.6M | 66k | 24.88 |
| 2021-12-31 | $1.8M | 33k | 52.70 |
| 2021-09-30 | $1.7M | 38k | 45.69 |
| 2021-06-30 | $2.0M | 44k | 45.79 |
| 2021-03-31 | $2.1M | 51k | 41.10 |
| 2020-12-31 | $1.9M | 50k | 37.96 |
| 2020-09-30 | $1.8M | 50k | 35.37 |
| 2020-06-30 | $1.8M | 50k | 35.22 |
| 2020-03-31 | $1.4M | 42k | 32.73 |
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