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Schwab Strategic Tr us reit etf shares owned by Kozak & Associates

Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Kozak & Associates from 13F filings

Historical chart of Kozak & Associates 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 Kozak & 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 Kozak & Associates

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6k 72 22.67
2025-06-30 $211 10 21.10
2025-03-31 $203 10 20.30
2024-03-31 $6.9k 344 20.02
2022-09-30 $0 0 0.00
2022-06-30 $9.0k 420 21.43
2022-03-31 $10k 212 47.17
2021-12-31 $10k 212 47.17
2021-09-30 $11k 212 51.89

More positions owned by Kozak & Associates

Invesco S&p 500 Revenue Etf Etf (RWL)
Ishares U.s. Tech Independence Focused Etf Etf (IETC)
State Street Spdr S&p 500 Etf Etf (SPY)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Us Financial Services Etf Etf (IYG)
Ishares U.s. Industrials Etf Etf (IYJ)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vaneck Semiconductor Etf Etf (SMH)
Nvidia Corporation Stock (NVDA)
Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Costco Wholesale Corporation Stock (COST)
State Street Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Schwab Charles Corp Stock (SCHW)

View all positions for Kozak & Associates

Top funds holding Schwab Strategic Tr us reit etf

Financial Engines Advisors L.L.C
Us Bancorp
FMR
Creative Planning
Two Sigma Investments
Envestnet Asset Management
Dumac
Northwestern Mutual Wealth Management Company
HPM Partners
Benjamin Edwards
Ameriprise Financial
Mason Street Advisors
Charles Schwab Trust
Huntington Asset Advisors
BlackRock

View all funds holding Schwab Strategic Tr us reit etf