Schwab Strategic Tr us reit etf shares owned by Coconut Grove Bank
Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Coconut Grove Bank
from 13F filings
Historical chart of Coconut Grove Bank investment in Schwab Strategic Tr us reit etf
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Quarterly reported holdings in Schwab Strategic Tr us reit etf by Coconut Grove Bank
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $234k | 12k | 20.30 |
| 2023-12-31 | $250k | 12k | 20.71 |
| 2023-09-30 | $52k | 2.9k | 17.75 |
| 2023-06-30 | $98k | 5.0k | 19.53 |
| 2023-03-31 | $123k | 6.3k | 19.50 |
| 2022-12-31 | $825k | 43k | 19.30 |
| 2022-09-30 | $713k | 38k | 18.68 |
| 2022-06-30 | $1.0M | 48k | 21.08 |
| 2022-03-31 | $1.7M | 69k | 24.88 |
| 2021-12-31 | $1.3M | 25k | 52.67 |
| 2021-09-30 | $1.1M | 25k | 45.68 |
| 2021-06-30 | $764k | 17k | 45.79 |
| 2021-03-31 | $607k | 15k | 41.10 |
| 2020-03-31 | $1.2M | 36k | 32.74 |
| 2019-12-31 | $1.9M | 42k | 45.95 |
| 2019-09-30 | $1.8M | 39k | 47.16 |
| 2019-06-30 | $209k | 4.7k | 44.51 |
| 2017-12-31 | $383k | 9.2k | 41.63 |
| 2017-09-30 | $222k | 5.4k | 41.08 |
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