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Schwab Strategic Tr us reit etf shares owned by Bestgate Wealth Advisors

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

Historical chart of Bestgate Wealth Advisors 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 Bestgate Wealth Advisors 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 Bestgate Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $948k 45k 20.89
2025-09-30 $1.0M 47k 21.57
2025-06-30 $990k 46k 21.51
2025-03-31 $990k 46k 21.51

More positions owned by Bestgate Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Series Trust State Street Spd (SPYM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Extend Mkt Etf (VXF)
Invesco Exchange Traded Fd T S&p Smcp Vlu Mnt (XSVM)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Amazon (AMZN)
Schwab Strategic Tr Us Reit Etf (SCHH)

View all positions for Bestgate Wealth Advisors

Top funds holding Schwab Strategic Tr us reit etf

Financial Engines Advisors L.L.C
Us Bancorp
FMR
Creative Planning
Two Sigma Investments
Envestnet Portfolio Solutions
Dumac
Northwestern Mutual Wealth Management Company
HPM Partners
Ameriprise Financial
Benjamin Edwards
Mason Street Advisors
Charles Schwab Trust
Huntington Asset Advisors
BlackRock

View all funds holding Schwab Strategic Tr us reit etf