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Schwab Strategic Tr us reit etf shares owned by JFG Wealth Management

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

Historical chart of JFG Wealth Management 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 JFG Wealth Management 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 JFG Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $822k 36k 23.17
2024-06-30 $709k 36k 19.97
2024-03-31 $1.3M 62k 20.30
2023-12-31 $1.3M 62k 20.71
2022-09-30 $2.3M 124k 18.68
2020-09-30 $1.5k 42 35.62
2018-12-31 $545k 14k 38.45