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Schwab Strategic Tr us reit etf shares owned by Lake Street Advisors Group

Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Lake Street Advisors Group from 13F filings

Historical chart of Lake Street Advisors Group investment in Schwab Strategic Tr us reit etf

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All positions including Schwab Strategic Tr us reit etf held by Lake Street Advisors Group 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 Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $19M 1.1M 17.75
2023-06-30 $22M 1.1M 19.53
2023-03-31 $14M 698k 19.50
2022-12-31 $13M 661k 19.29
2022-09-30 $10M 554k 18.69
2022-06-30 $11M 508k 21.09
2022-03-31 $12M 466k 24.89
2021-12-31 $12M 230k 52.69
2021-09-30 $11M 234k 45.68
2021-06-30 $13M 262k 47.65
2021-03-31 $11M 265k 41.09
2020-12-31 $10M 264k 37.97
2020-09-30 $9.4M 267k 35.37
2020-06-30 $8.4M 238k 35.22
2020-03-31 $5.5M 168k 32.74