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Schwab Strategic Tr us reit etf shares owned by Chicago Partners Investment

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

Historical chart of Chicago Partners Investment 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 Chicago Partners Investment 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 Chicago Partners Investment

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 76k 18.96
2023-12-31 $1.6M 82k 19.75
2023-09-30 $1.6M 93k 16.90
2023-06-30 $1.8M 92k 19.75
2023-03-31 $1.8M 93k 19.27
2022-12-31 $2.1M 97k 21.18
2022-09-30 $1.5M 79k 19.00
2022-06-30 $1.6M 71k 22.85
2022-03-31 $1.5M 68k 21.83
2021-12-31 $1.5M 33k 46.51
2021-09-30 $1.7M 35k 49.62
2021-06-30 $1.8M 37k 47.68
2021-03-31 $1.7M 38k 43.96
2020-12-31 $1.5M 39k 38.20
2020-09-30 $1.4M 39k 35.74
2020-06-30 $1.4M 41k 35.42
2020-03-31 $1.5M 42k 35.00
2019-12-31 $2.2M 47k 46.75
2019-09-30 $2.2M 47k 48.13
2019-06-30 $2.0M 46k 44.42
2019-03-31 $2.0M 46k 43.69
2018-12-31 $1.8M 45k 39.93
2018-09-30 $1.9M 47k 40.82
2018-06-30 $1.9M 47k 41.78
2018-03-31 $1.8M 46k 38.26
2017-12-31 $2.0M 47k 41.61
2017-09-30 $1.9M 46k 41.13
2017-06-30 $842k 20k 41.22
2017-03-31 $1.5M 38k 40.77
2016-12-31 $1.3M 32k 41.04
2016-09-30 $1.3M 31k 42.64
2016-06-30 $1.3M 30k 43.44
2016-03-31 $1.3M 32k 41.40
2015-12-31 $1.2M 30k 39.64
2015-09-30 $944k 25k 37.21
2015-06-30 $1.2M 33k 36.33
2015-03-31 $1.2M 32k 38.94
2014-12-31 $882k 23k 38.95

More positions owned by Chicago Partners Investment

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Mid Cap Etf (VO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Enterprise Products Partners (EPD)
Vanguard Index Fds Growth Etf (VUG)
Energy Transfer Com Ut Ltd Ptn (ET)
Dimensional Etf Trust Us Equity Etf (DFUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Chicago Partners Investment

Top funds holding Schwab Strategic Tr us reit etf

Charles Schwab Investment Advisory
Creative Planning
Us Bancorp
Charles Schwab Investment Management
Envestnet Portfolio Solutions
HPM Partners
Huntington Asset Advisors
Moneta Group Investment Advisors
Moisand Fitzgerald Tamayo
Pnc Financial Services
Charles Schwab Trust
M^T Bank Corporation
Foster & Motley
Benjamin F. Edwards & Company
Apollon Wealth Management

View all funds holding Schwab Strategic Tr us reit etf