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Schwab Strategic Tr us reit etf shares owned by CLS Investments

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

Historical chart of CLS Investments 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 CLS Investments 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 CLS Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 98k 20.89
2025-09-30 $1.5M 71k 21.57
2025-06-30 $1.4M 68k 21.16
2025-03-31 $1.3M 60k 21.51
2024-12-31 $1.1M 53k 21.06
2024-09-30 $1.0M 44k 23.17
2024-06-30 $732k 37k 19.97
2024-03-31 $743k 37k 20.30
2023-12-31 $652k 32k 20.67
2023-09-30 $667k 38k 17.75
2023-06-30 $723k 37k 19.53
2023-03-31 $576k 30k 19.50
2019-12-31 $4.7M 101k 45.96
2019-09-30 $4.7M 100k 47.17
2019-06-30 $4.4M 100k 44.44
2019-03-31 $4.4M 100k 44.43
2017-12-31 $0 3 0.00
2015-12-31 $3.0k 69 43.48
2013-06-30 $433k 14k 32.08
2013-03-31 $325k 10k 32.64
2012-12-31 $227k 7.4k 30.58
2012-09-30 $155k 5.1k 30.18