Bleakley Financial Group »

Schwab Strategic Tr us reit etf shares owned by Bleakley Financial Group

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

Historical chart of Bleakley Financial Group 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 Bleakley Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us reit etf by Bleakley Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 95k 21.49
2025-12-31 $1.0M 49k 20.89
2025-09-30 $1.0M 47k 21.57
2025-06-30 $1.4M 67k 21.16

More positions owned by Bleakley Financial Group

Ishares Tr Core S&p500 Etf (IVV)
Sprott Asset Management Physical Gold An (CEF)
Apple (AAPL)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Large Cap Etf (VV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Global X Fds 1-3 Month T-bill (CLIP)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)

View all positions for Bleakley Financial Group

Top funds holding Schwab Strategic Tr us reit etf

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

View all funds holding Schwab Strategic Tr us reit etf