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Schwab Strategic Tr us reit etf shares owned by Private Ocean

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

Historical chart of Private Ocean 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 Ocean 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 Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $12k 607 20.29
2023-12-31 $14k 661 20.72
2023-09-30 $13k 737 17.74
2023-06-30 $19k 946 19.53
2023-03-31 $3.9k 198 19.50
2022-12-31 $11k 559 19.28
2022-09-30 $7.0k 418 16.75
2022-06-30 $8.0k 419 19.09
2022-03-31 $10k 419 23.87
2021-12-31 $11k 209 52.63
2021-09-30 $10k 210 47.62
2021-06-30 $10k 209 47.85
2021-03-31 $9.0k 207 43.48
2020-12-31 $8.0k 207 38.65
2020-09-30 $7.0k 204 34.31
2020-06-30 $7.0k 203 34.48
2020-03-31 $34k 1.1k 32.05
2019-12-31 $49k 1.1k 46.18
2019-09-30 $50k 1.1k 47.30
2019-06-30 $42k 958 43.84
2019-03-31 $54k 1.2k 44.44
2018-12-31 $47k 1.2k 38.78
2018-09-30 $74k 1.8k 41.83
2018-06-30 $67k 1.6k 41.88
2018-03-31 $53k 1.4k 38.05
2017-12-31 $58k 1.4k 41.88
2017-09-30 $43k 1.0k 41.51
2017-06-30 $42k 1.0k 40.78
2017-03-31 $42k 1.0k 41.02
2016-12-31 $42k 1.0k 41.14
2016-09-30 $39k 918 42.48
2016-06-30 $46k 1.0k 43.94
2016-03-31 $54k 1.3k 41.35
2015-12-31 $54k 1.4k 39.74
2015-09-30 $47k 1.3k 37.45
2015-06-30 $46k 1.3k 36.65
2015-03-31 $40k 981 40.77
2014-12-31 $38k 981 38.74
2014-09-30 $33k 976 33.81
2014-06-30 $34k 950 35.79
2014-03-31 $11k 329 33.43
2013-12-31 $0 6 0.00

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

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
M^T Bank Corporation
Foster & Motley
Benjamin F. Edwards & Company
Apollon Wealth Management

View all funds holding Schwab Strategic Tr us reit etf