Schwab Strategic Tr us reit etf shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Schwab Strategic Tr us reit etf
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Quarterly reported holdings in Schwab Strategic Tr us reit etf by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.0M | 150k | 20.30 |
| 2023-12-31 | $3.0M | 145k | 20.71 |
| 2023-09-30 | $3.0M | 172k | 17.75 |
| 2023-06-30 | $2.8M | 145k | 19.53 |
| 2023-03-31 | $2.9M | 146k | 19.50 |
| 2022-12-31 | $2.7M | 140k | 19.29 |
| 2022-09-30 | $2.6M | 138k | 18.69 |
| 2022-06-30 | $2.9M | 139k | 21.09 |
| 2022-03-31 | $3.4M | 135k | 24.89 |
| 2021-12-31 | $4.1M | 78k | 52.69 |
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