Hillcrest Wealth Advisors - NY »

Schwab Strategic Tr us reit etf shares owned by Hillcrest Wealth Advisors - NY

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

Historical chart of Hillcrest Wealth Advisors - NY 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 Hillcrest Wealth Advisors - NY consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us reit etf by Hillcrest Wealth Advisors - NY

Quarter filed Position value Share count Share price at filing
2024-03-31 $266k 13k 20.30
2023-09-30 $913k 52k 17.75
2023-06-30 $325k 17k 19.53
2023-03-31 $483k 25k 19.50
2022-12-31 $884k 46k 19.29
2022-09-30 $485k 26k 18.71
2022-06-30 $310k 15k 21.09