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Schwab Strategic Tr us reit etf shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services 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 H D Vest Advisory Services 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 H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $2.0M 100k 19.97
2024-03-31 $1.5M 74k 20.30
2023-12-31 $1.7M 80k 20.71
2023-09-30 $1.1M 60k 17.75
2023-06-30 $1.1M 58k 19.53
2023-03-31 $1.1M 58k 19.50
2022-12-31 $1.9M 98k 19.29
2022-09-30 $1.1M 58k 18.69
2022-06-30 $1.1M 50k 21.08
2022-03-31 $1.0M 42k 24.90
2021-12-31 $1.0M 20k 52.69
2021-09-30 $787k 17k 45.59
2021-06-30 $437k 9.5k 45.84
2021-03-31 $350k 8.5k 41.11
2020-12-31 $587k 15k 38.01
2020-09-30 $464k 13k 35.42
2020-06-30 $507k 14k 35.29
2020-03-31 $1.4M 44k 32.85
2019-12-31 $723k 16k 45.83