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Schwab Strategic Tr us reit etf shares owned by Brio Consultants

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

Historical chart of Brio Consultants 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 Brio Consultants 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 Brio Consultants

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 101k 23.17
2024-06-30 $2.1M 103k 19.97
2024-03-31 $2.1M 104k 20.30
2023-12-31 $2.2M 105k 20.71
2023-09-30 $712k 40k 17.75
2023-06-30 $548k 28k 19.53
2023-03-31 $576k 30k 19.50
2022-12-31 $568k 29k 19.29
2022-09-30 $523k 29k 18.15

More positions owned by Brio Consultants

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Actively Managed Exc Total Return (GTO)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Calif Mun Bd Etf (CMF)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Msci Emerg Mrkt (EEMV)
Spdr Ser Tr Bloomberg 1 10 Y (TIPX)
Ishares Tr Core Intl Aggr (IAGG)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Brio Consultants

Top funds holding Schwab Strategic Tr us reit etf

Financial Engines Advisors L.L.C
Us Bancorp
Creative Planning
Northwestern Mutual Wealth Management Company
Envestnet Portfolio Solutions
BlackRock
BlackRock
HPM Partners
Huntington Asset Advisors
Mason Street Advisors
Hantz Financial Services
Morningstar Investment Management
Moneta Group Investment Advisors
Bnp Paribas Arbitrage, Snc
Apollon Wealth Management

View all funds holding Schwab Strategic Tr us reit etf