Schwab Strategic Tr us reit etf shares owned by Betterment
Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Betterment
from 13F filings
Historical chart of Betterment investment in Schwab Strategic Tr us reit etf
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Quarterly reported holdings in Schwab Strategic Tr us reit etf by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $10M | 497k | 20.71 |
| 2023-09-30 | $9.1M | 511k | 17.75 |
| 2023-06-30 | $9.3M | 474k | 19.53 |
| 2023-03-31 | $9.4M | 483k | 19.50 |
| 2022-12-31 | $9.5M | 495k | 19.29 |
| 2022-09-30 | $8.7M | 413k | 21.09 |
| 2022-06-30 | $8.7M | 413k | 21.09 |
| 2022-03-31 | $9.5M | 383k | 24.89 |
| 2021-12-31 | $7.8M | 148k | 52.69 |
| 2021-09-30 | $5.3M | 115k | 45.68 |
| 2021-06-30 | $3.5M | 77k | 45.79 |
| 2021-03-31 | $2.2M | 53k | 41.09 |
| 2020-12-31 | $1.4M | 37k | 37.98 |
| 2020-09-30 | $1.3M | 37k | 35.38 |
| 2020-06-30 | $1.3M | 36k | 35.23 |
| 2020-03-31 | $1.0M | 31k | 32.74 |
| 2019-12-31 | $1.7M | 37k | 45.95 |
| 2019-09-30 | $835k | 19k | 44.42 |
| 2019-06-30 | $835k | 19k | 44.42 |
| 2019-03-31 | $692k | 16k | 44.46 |
| 2018-12-31 | $224k | 5.8k | 38.44 |
| 2018-06-30 | $277k | 6.6k | 41.77 |
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