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Schwab Strategic Tr us reit etf shares owned by Marshall Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Marshall Financial Group from 13F filings

Historical chart of Marshall Financial Group 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 Marshall Financial Group 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 Marshall Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.0M 144k 20.71
2023-09-30 $2.3M 130k 17.75
2023-06-30 $2.5M 127k 19.53
2023-03-31 $2.4M 125k 19.50
2022-12-31 $2.5M 131k 19.29
2022-09-30 $2.3M 122k 18.69
2022-06-30 $2.4M 114k 21.09
2022-03-31 $2.9M 116k 24.89
2021-12-31 $3.2M 61k 52.69
2021-09-30 $3.1M 67k 45.69
2021-06-30 $3.1M 67k 45.79
2021-03-31 $2.8M 68k 41.09
2020-12-31 $2.2M 58k 37.97
2020-09-30 $2.2M 63k 35.37
2020-06-30 $2.3M 64k 35.22
2020-03-31 $2.3M 71k 32.74
2019-12-31 $3.3M 71k 45.97
2019-09-30 $3.1M 66k 47.17
2019-06-30 $2.9M 65k 44.44
2019-03-31 $2.6M 58k 44.43
2018-12-31 $1.9M 50k 38.51