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

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

Historical chart of M 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 M 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 M Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $646k 30k 21.57
2025-06-30 $650k 31k 21.16
2025-03-31 $661k 31k 21.51
2024-12-31 $663k 32k 21.06

More positions owned by M Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Wisdomtree Tr Floatng Rat Trea (USFR)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Ishares Gold Tr Shares Represent (IAUM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Angel Oak Funds Trust Oak Ultrashort (UYLD)
American Centy Etf Tr Avantis All Eqt (AVGV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Apple (AAPL)

View all positions for M Wealth Management

Top funds holding Schwab Strategic Tr us reit etf

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

View all funds holding Schwab Strategic Tr us reit etf