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Schwab Strategic Tr us reit etf shares owned by Private Advisor

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

Historical chart of Private Advisor 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 Private Advisor 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 Private Advisor

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 51k 20.30
2023-12-31 $1.5M 71k 20.71
2023-09-30 $1.7M 94k 17.75
2023-06-30 $2.0M 104k 19.59
2023-03-31 $1.7M 86k 19.50
2022-12-31 $1.6k 85k 0.02
2022-09-30 $1.6M 86k 18.69
2022-06-30 $1.9M 90k 21.09
2022-03-31 $2.5M 47k 52.68
2021-12-31 $2.5M 47k 52.68
2021-09-30 $1.9M 41k 45.68
2021-06-30 $1.8M 39k 45.80
2021-03-31 $1.5M 38k 41.10
2020-12-31 $1.4M 37k 37.96
2020-09-30 $1.3M 38k 35.37
2020-06-30 $1.3M 36k 35.22
2020-03-31 $1.2M 36k 32.74
2019-12-31 $2.4M 51k 45.98
2019-09-30 $2.3M 49k 47.17
2019-06-30 $1.9M 43k 44.43
2019-03-31 $1.8M 40k 44.40
2018-12-31 $1.3M 33k 38.51
2018-09-30 $1.5M 37k 41.74
2018-06-30 $617k 15k 41.47
2018-03-31 $1.4M 35k 38.25
2017-12-31 $513k 13k 40.95
2017-09-30 $2.1M 51k 41.37
2017-06-30 $1.9M 48k 40.18
2017-03-31 $2.8M 69k 40.93
2016-12-31 $2.8M 69k 40.72
2016-09-30 $3.0M 72k 41.26
2016-06-30 $2.6M 59k 43.75
2016-03-31 $2.1M 52k 41.41
2015-12-31 $1.7M 44k 39.65
2015-09-30 $2.0M 53k 37.17
2015-06-30 $1.8M 48k 36.31
2015-03-31 $1.7M 43k 40.54
2014-12-31 $1.4M 35k 38.96
2014-09-30 $253k 7.4k 34.05
2014-06-30 $276k 7.8k 35.36
2014-03-31 $234k 7.1k 33.16

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View all positions for Private Advisor

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