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Schwab Strategic Tr us reit etf shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning 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 Comprehensive Financial Planning 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.3k 386 21.49

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Top funds holding Schwab Strategic Tr us reit etf

Financial Engines Advisors L.L.C
Us Bancorp
FMR
Creative Planning
Two Sigma Investments
Envestnet Asset Management
Dumac
Northwestern Mutual Wealth Management Company
HPM Partners
Benjamin Edwards
Ameriprise Financial
Mason Street Advisors
Charles Schwab Trust
Huntington Asset Advisors
BlackRock

View all funds holding Schwab Strategic Tr us reit etf