Schwab Strategic Tr us reit etf shares owned by Marotta Asset Management
Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Marotta Asset Management
from 13F filings
Historical chart of Marotta Asset Management investment in Schwab Strategic Tr us reit etf
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Quarterly reported holdings in Schwab Strategic Tr us reit etf by Marotta Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $228k | 9.8k | 23.17 |
| 2024-06-30 | $341k | 17k | 19.78 |
| 2024-03-31 | $355k | 18k | 20.30 |
| 2023-12-31 | $372k | 18k | 20.71 |
| 2023-09-30 | $379k | 21k | 17.75 |
| 2023-06-30 | $435k | 22k | 19.53 |
| 2022-12-31 | $480k | 25k | 19.29 |
| 2022-09-30 | $476k | 25k | 18.69 |
| 2022-06-30 | $604k | 28k | 21.46 |
| 2022-03-31 | $769k | 31k | 24.89 |
| 2021-12-31 | $831k | 16k | 52.69 |
| 2021-09-30 | $809k | 18k | 45.68 |
| 2021-06-30 | $849k | 19k | 45.97 |
| 2021-03-31 | $1.2M | 29k | 41.84 |
| 2020-12-31 | $1.9M | 51k | 37.97 |
| 2020-09-30 | $2.6M | 72k | 35.37 |
| 2020-06-30 | $2.1M | 58k | 35.22 |
| 2020-03-31 | $1.1M | 35k | 30.43 |
| 2019-12-31 | $1.6M | 36k | 46.21 |
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