Schwab Strategic Tr us reit etf shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in Schwab Strategic Tr us reit etf
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All positions including Schwab Strategic Tr us reit etf held by Cape Investment Advisory 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 Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $226k | 11k | 19.97 |
| 2024-03-31 | $188k | 9.3k | 20.30 |
| 2023-12-31 | $187k | 9.0k | 20.71 |
| 2023-09-30 | $142k | 8.0k | 17.75 |
| 2023-06-30 | $160k | 8.2k | 19.53 |
| 2023-03-31 | $161k | 8.3k | 19.50 |
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