Schwab Strategic Tr us reit etf shares owned by Legacy Capital Wealth Partners
Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Legacy Capital Wealth Partners
from 13F filings
Historical chart of Legacy Capital Wealth Partners investment in Schwab Strategic Tr us reit etf
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Quarterly reported holdings in Schwab Strategic Tr us reit etf by Legacy Capital Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $310k | 15k | 20.89 |
| 2025-09-30 | $317k | 15k | 21.57 |
| 2025-06-30 | $309k | 15k | 21.16 |
| 2025-03-31 | $321k | 15k | 21.51 |
| 2024-12-31 | $304k | 14k | 21.06 |
| 2024-09-30 | $330k | 14k | 23.17 |
| 2024-06-30 | $280k | 14k | 19.97 |
| 2023-09-30 | $245k | 14k | 17.75 |
| 2023-03-31 | $264k | 14k | 19.50 |
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