Schwab Strategic Tr us reit etf shares owned by Marshall Financial Group
Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in Schwab Strategic Tr us reit etf
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All positions including Schwab Strategic Tr us reit etf held by Marshall Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.9M | 170k | 23.17 |
2024-06-30 | $3.3M | 163k | 19.97 |
2024-03-31 | $3.3M | 162k | 20.30 |
2023-12-31 | $3.0M | 144k | 20.71 |
2023-09-30 | $2.3M | 130k | 17.75 |
2023-06-30 | $2.5M | 127k | 19.53 |
2023-03-31 | $2.4M | 125k | 19.50 |
2022-12-31 | $2.5M | 131k | 19.29 |
2022-09-30 | $2.3M | 122k | 18.69 |
2022-06-30 | $2.4M | 114k | 21.09 |
2022-03-31 | $2.9M | 116k | 24.89 |
2021-12-31 | $3.2M | 61k | 52.69 |
2021-09-30 | $3.1M | 67k | 45.69 |
2021-06-30 | $3.1M | 67k | 45.79 |
2021-03-31 | $2.8M | 68k | 41.09 |
2020-12-31 | $2.2M | 58k | 37.97 |
2020-09-30 | $2.2M | 63k | 35.37 |
2020-06-30 | $2.3M | 64k | 35.22 |
2020-03-31 | $2.3M | 71k | 32.74 |
2019-12-31 | $3.3M | 71k | 45.97 |
2019-09-30 | $3.1M | 66k | 47.17 |
2019-06-30 | $2.9M | 65k | 44.44 |
2019-03-31 | $2.6M | 58k | 44.43 |
2018-12-31 | $1.9M | 50k | 38.51 |
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