Schwab Strategic Tr us reit etf shares owned by APCM Wealth Management for Individuals
Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by APCM Wealth Management for Individuals
from 13F filings
Historical chart of APCM Wealth Management for Individuals investment in Schwab Strategic Tr us reit etf
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Quarterly reported holdings in Schwab Strategic Tr us reit etf by APCM Wealth Management for Individuals
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 61k | 20.30 |
| 2023-12-31 | $1.2M | 58k | 20.71 |
| 2023-09-30 | $949k | 54k | 17.75 |
| 2023-06-30 | $962k | 49k | 19.53 |
| 2023-03-31 | $1.3M | 66k | 19.50 |
| 2022-12-31 | $1.2M | 61k | 19.29 |
| 2022-09-30 | $994k | 53k | 18.69 |
| 2022-06-30 | $1.0M | 49k | 21.09 |
| 2022-03-31 | $1.2M | 50k | 24.89 |
| 2021-12-31 | $1.2M | 24k | 52.70 |
| 2021-09-30 | $934k | 20k | 45.69 |
| 2021-06-30 | $915k | 20k | 45.81 |
| 2021-03-31 | $336k | 8.2k | 41.13 |
| 2020-12-31 | $301k | 7.9k | 38.02 |
| 2020-09-30 | $250k | 7.1k | 35.36 |
| 2020-06-30 | $233k | 6.6k | 35.23 |
| 2019-12-31 | $228k | 5.0k | 46.01 |
| 2019-06-30 | $666k | 15k | 44.46 |
| 2019-03-31 | $666k | 15k | 44.46 |
| 2018-12-31 | $551k | 14k | 38.50 |
| 2018-09-30 | $603k | 15k | 41.73 |
| 2018-06-30 | $606k | 15k | 41.76 |
| 2018-03-31 | $884k | 23k | 38.21 |
| 2017-12-31 | $951k | 23k | 41.59 |
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