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Schwab Strategic Tr us reit etf shares owned by Milestone Group

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

Historical chart of Milestone Group investment in Schwab Strategic Tr us reit etf

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All positions including Schwab Strategic Tr us reit etf held by Milestone 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 Milestone Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $159k 7.8k 20.30
2023-12-31 $140k 6.7k 20.71
2023-09-30 $114k 6.4k 17.75
2023-06-30 $125k 6.4k 19.53
2023-03-31 $125k 6.4k 19.50
2022-12-31 $124k 6.4k 19.29
2022-09-30 $4.7M 100k 47.17
2022-06-30 $1.1M 53k 21.10
2022-03-31 $1.1M 43k 24.88
2021-12-31 $1.5M 29k 52.67
2021-09-30 $4.7M 100k 47.17
2021-06-30 $1.1M 25k 45.80
2021-03-31 $2.1M 52k 41.09
2020-12-31 $2.3M 60k 37.97
2020-09-30 $2.5M 71k 35.37
2020-06-30 $3.3M 92k 35.22
2020-03-31 $2.6M 81k 32.74
2019-12-31 $4.5M 97k 45.96
2019-09-30 $4.7M 100k 47.17
2019-06-30 $4.4M 99k 44.44
2019-03-31 $5.4M 121k 44.43
2018-12-31 $5.6M 145k 38.51
2018-09-30 $6.0M 144k 41.73
2018-06-30 $6.2M 149k 41.78
2018-03-31 $6.5M 169k 38.25
2017-12-31 $1.2M 28k 41.61
2017-09-30 $1.2M 30k 41.14
2017-06-30 $1.3M 31k 41.20
2017-03-31 $1.2M 29k 40.79
2016-12-31 $1.2M 29k 41.04
2016-09-30 $478k 11k 42.67
2016-06-30 $447k 10k 43.45
2016-03-31 $455k 11k 41.39
2015-12-31 $559k 14k 39.65
2015-09-30 $404k 11k 37.19
2015-06-30 $329k 9.0k 36.37
2015-03-31 $290k 7.1k 40.60
2014-12-31 $290k 7.4k 38.97
2014-09-30 $217k 6.4k 34.02
2014-06-30 $222k 6.3k 35.31
2014-03-31 $212k 6.4k 33.06

More positions owned by Milestone Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Milestone Group

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