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
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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 |
|---|---|---|---|
| 2026-03-31 | $1.1M | 53k | 21.49 |
| 2025-12-31 | $1.2M | 59k | 20.89 |
| 2025-06-30 | $268k | 13k | 21.16 |
| 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 |
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