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Schwab Strategic Tr us reit etf shares owned by Regis Management Company

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

Historical chart of Regis Management Company 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 Regis Management Company 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 Regis Management Company

Quarter filed Position value Share count Share price at filing
2024-03-31 $347k 17k 20.27
2023-09-30 $289k 16k 17.74
2023-06-30 $318k 16k 19.52
2023-03-31 $328k 17k 19.50
2022-12-31 $342k 18k 19.28
2022-09-30 $217k 12k 18.69
2022-06-30 $245k 12k 21.10
2022-03-31 $289k 12k 24.89
2021-12-31 $306k 5.8k 52.70
2021-09-30 $265k 5.8k 45.64
2021-06-30 $266k 5.8k 45.81
2021-03-31 $239k 5.8k 41.16
2020-12-31 $220k 5.8k 37.89
2020-09-30 $4.4M 9.3k 471.69
2020-06-30 $2.0M 5.8k 352.22
2019-12-31 $425k 9.3k 45.93
2019-09-30 $437k 9.3k 47.22
2019-06-30 $904k 20k 44.44
2019-03-31 $960k 22k 44.45
2018-12-31 $905k 24k 38.50
2018-09-30 $3.4M 81k 41.73
2018-06-30 $3.4M 81k 41.78
2018-03-31 $3.1M 81k 38.25
2017-12-31 $4.9M 118k 41.62
2017-09-30 $4.8M 118k 41.13
2017-06-30 $4.8M 118k 41.21
2017-03-31 $4.8M 118k 40.78
2016-12-31 $5.5M 135k 41.04
2016-09-30 $2.0M 46k 42.65
2016-06-30 $2.0M 45k 43.45
2016-03-31 $1.9M 45k 41.40
2015-12-31 $547k 14k 39.67
2015-09-30 $513k 14k 37.20
2015-06-30 $1.1M 31k 36.32

More positions owned by Regis Management Company

Vanguard Total Stock Market ETF (VTI)
Vanguard Europe Pacific ETF (VEA)
Vanguard Emerging Markets ETF (VWO)
iShares MSCI EAFE Index Fund (EFA)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Berkshire Hathaway (BRK.B)
iShares Dow Jones US Real Estate (IYR)
iShares Russell 3000 Index (IWV)
Schwab U S Broad Market ETF (SCHB)
Ishares Inc core msci emkt (IEMG)
Berkshire Hathaway (BRK.A)
Vanguard REIT ETF (VNQ)
ExlService Holdings (EXLS)
Apple (AAPL)
Energy Select Sector SPDR (XLE)

View all positions for Regis Management Company

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