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Schwab Strategic Tr us reit etf shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Schwab Strategic Tr us reit etf

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All positions including Schwab Strategic Tr us reit etf held by Kathleen S. Wright Associates 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 Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.2k 105 21.06
2024-09-30 $2.4k 105 23.17

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
American Express Company (AXP)
Vanguard Intl Divdend Aprectn Etf Iv Intl Dvd Etf (VIGI)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Us Quan Value (QVAL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Brookfield Corp Cl A Ltd Vt Sh (BN)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)

View all positions for Kathleen S. Wright Associates

Top funds holding Schwab Strategic Tr us reit etf

Financial Engines Advisors L.L.C
Us Bancorp
FMR
Creative Planning
Northwestern Mutual Wealth Management Company
Envestnet Portfolio Solutions
HPM Partners
Bnp Paribas Arbitrage, Snc
Huntington Asset Advisors
Ameriprise Financial
Mason Street Advisors
BlackRock
Morningstar Investment Management
Moneta Group Investment Advisors
Apollon Wealth Management

View all funds holding Schwab Strategic Tr us reit etf