Schwab Strategic Tr us reit etf shares owned by Elwood & Goetz Wealth Advisory Group
Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Elwood & Goetz Wealth Advisory Group
from 13F filings
Historical chart of Elwood & Goetz Wealth Advisory Group 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 Elwood & Goetz Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Schwab Strategic Tr us reit etf by Elwood & Goetz Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $608k | 28k | 21.57 |
| 2025-06-30 | $481k | 23k | 21.16 |
| 2025-03-31 | $506k | 24k | 21.51 |
| 2024-12-31 | $545k | 26k | 21.06 |
| 2024-09-30 | $236k | 10k | 23.17 |
| 2024-06-30 | $205k | 10k | 19.97 |
| 2024-03-31 | $209k | 10k | 20.30 |
| 2023-12-31 | $412k | 20k | 20.71 |
| 2023-09-30 | $321k | 18k | 17.75 |
| 2019-09-30 | $319k | 6.8k | 47.22 |
| 2019-06-30 | $324k | 7.3k | 44.48 |
| 2019-03-31 | $321k | 7.2k | 44.37 |
| 2018-12-31 | $390k | 10k | 38.53 |
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