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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

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us reit etf held by IVC Wealth 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 IVC Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by IVC Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Usd Inv Grde Etf (USIG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Meta Platforms Cl A (META)
Merck & Co (MRK)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Pacer Fds Tr Developed Mrkt (ICOW)
Adobe Systems Incorporated (ADBE)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for IVC Wealth Advisors

Top funds holding Schwab Strategic Tr us reit etf

Charles Schwab Investment Advisory
Creative Planning
Charles Schwab Investment Management
Us Bancorp
Envestnet Portfolio Solutions
HPM Partners
Huntington Asset Advisors
Moneta Group Investment Advisors
Moisand Fitzgerald Tamayo
Pnc Financial Services
Charles Schwab Trust
Apollon Wealth Management
M^T Bank Corporation
Foster & Motley
Benjamin F. Edwards & Company

View all funds holding Schwab Strategic Tr us reit etf