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Schwab Strategic Tr us reit etf shares owned by Gradient Capital Advisors

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

Historical chart of Gradient Capital Advisors 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 Gradient Capital Advisors 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 Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 44k 23.17
2024-06-30 $900k 45k 19.97
2024-03-31 $906k 45k 20.30
2023-12-31 $962k 47k 20.71
2023-09-30 $859k 48k 17.75
2023-06-30 $1.0M 53k 19.53
2023-03-31 $1.1M 57k 19.50
2022-12-31 $1.2M 60k 19.29
2022-09-30 $1.2M 64k 18.69
2022-06-30 $1.9M 92k 21.09
2022-03-31 $3.2M 130k 24.89
2021-12-31 $4.0M 75k 52.69
2021-09-30 $3.4M 75k 45.67
2021-06-30 $3.4M 75k 45.79
2021-03-31 $2.8M 69k 41.08
2020-12-31 $2.3M 62k 37.97
2020-09-30 $2.1M 59k 35.37
2020-06-30 $2.0M 56k 35.23
2020-03-31 $1.7M 53k 32.74
2019-12-31 $2.7M 58k 45.96
2019-09-30 $2.7M 57k 47.17
2019-06-30 $2.6M 57k 44.43
2019-03-31 $2.4M 54k 44.43
2018-12-31 $2.0M 51k 38.51
2018-09-30 $1.9M 47k 41.74
2018-06-30 $1.8M 43k 41.79
2018-03-31 $1.6M 42k 38.25
2017-12-31 $1.4M 35k 41.62

More positions owned by Gradient Capital Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab International Equity Etf Etf (SCHF)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional Short-duration Fixed Income Etf Etf (DFSD)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab U.s. Large-cap Etf Etf (SCHX)
Microsoft Corp Stock (MSFT)
Tesla Stock (TSLA)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional Us Marketwide Value Etf Etf (DFUV)

View all positions for Gradient Capital Advisors

Top funds holding Schwab Strategic Tr us reit etf

Financial Engines Advisors L.L.C
Us Bancorp
Creative Planning
Northwestern Mutual Wealth Management Company
Envestnet Portfolio Solutions
BlackRock
BlackRock
HPM Partners
Huntington Asset Advisors
Mason Street Advisors
Hantz Financial Services
Morningstar Investment Management
Moneta Group Investment Advisors
Bnp Paribas Arbitrage, Snc
Apollon Wealth Management

View all funds holding Schwab Strategic Tr us reit etf