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Schwab Strategic Tr us reit etf shares owned by Discipline Wealth Solutions

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

Historical chart of Discipline Wealth Solutions 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 Discipline Wealth Solutions 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 Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $438k 21k 20.89
2025-09-30 $447k 21k 21.57
2025-06-30 $436k 21k 21.16
2025-03-31 $440k 20k 21.51
2024-12-31 $429k 20k 21.06

More positions owned by Discipline Wealth Solutions

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Discipline Wealth Solutions

Top funds holding Schwab Strategic Tr us reit etf

Financial Engines Advisors L.L.C
Us Bancorp
FMR
Creative Planning
Envestnet Portfolio Solutions
Northwestern Mutual Wealth Management Company
HPM Partners
Bnp Paribas Arbitrage, Snc
Ameriprise Financial
Benjamin Edwards
Mason Street Advisors
Huntington Asset Advisors
Charles Schwab Trust
Envestnet Asset Management
Moneta Group Investment Advisors

View all funds holding Schwab Strategic Tr us reit etf