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Schwab Strategic Tr us reit etf shares owned by Creative Planning

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

Historical chart of Creative 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 Creative 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 Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $608M 29M 20.71
2023-09-30 $531M 30M 17.75
2023-06-30 $607M 31M 19.53
2023-03-31 $601M 31M 19.50
2022-12-31 $631M 33M 19.29
2022-09-30 $600M 32M 18.69
2022-06-30 $638M 30M 21.09
2022-03-31 $713M 29M 24.89
2021-12-31 $703M 13M 52.69
2021-09-30 $628M 14M 45.68
2021-06-30 $623M 14M 45.79
2021-03-31 $597M 15M 41.09
2020-12-31 $555M 15M 37.97
2020-09-30 $518M 15M 35.37
2020-06-30 $522M 15M 35.22
2020-03-31 $491M 15M 32.74
2019-12-31 $630M 14M 45.96
2019-09-30 $667M 14M 47.17
2019-06-30 $651M 15M 44.44
2019-03-31 $684M 15M 44.43
2018-12-31 $612M 16M 38.51
2018-09-30 $665M 16M 41.73
2018-06-30 $687M 16M 41.78
2018-03-31 $639M 17M 38.25
2017-12-31 $727M 18M 41.62
2017-09-30 $693M 17M 41.13
2017-06-30 $632M 15M 41.21
2017-03-31 $559M 14M 40.81
2016-12-31 $506M 12M 41.04
2016-09-30 $473M 11M 42.66
2016-06-30 $466M 11M 43.44
2016-03-31 $412M 10M 41.40
2015-12-31 $364M 9.2M 39.64
2015-09-30 $312M 8.4M 37.19
2015-06-30 $284M 7.8M 36.32
2015-03-31 $53M 1.3M 40.55
2014-12-31 $3.4M 87k 38.95
2014-09-30 $67k 2.0k 34.06
2014-06-30 $14k 387 36.18
2014-03-31 $3.0k 104 28.85
2013-12-31 $24k 803 29.89
2013-09-30 $3.0k 102 29.41
2013-06-30 $3.0k 102 29.41
2012-12-31 $3.0k 101 29.70
2012-09-30 $3.0k 101 29.70
2012-06-30 $3.0k 101 29.70
2011-12-31 $3.0k 101 29.70

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Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

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
Moneta Group Investment Advisors
Huntington Asset 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