Schwab Strategic Tr us reit etf shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Schwab Strategic Tr us reit etf
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Quarterly reported holdings in Schwab Strategic Tr us reit etf by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $311k | 13k | 23.17 |
| 2024-06-30 | $301k | 15k | 19.97 |
| 2024-03-31 | $349k | 17k | 20.30 |
| 2023-12-31 | $279k | 13k | 20.71 |
| 2023-09-30 | $225k | 13k | 17.75 |
| 2023-06-30 | $246k | 13k | 19.53 |
| 2022-12-31 | $242k | 13k | 19.29 |
| 2022-06-30 | $255k | 12k | 21.07 |
| 2022-03-31 | $250k | 10k | 24.86 |
Top funds holding Schwab Strategic Tr us reit etf
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