Schwab Strategic Tr us reit etf shares owned by Mason Investment Advisory Services
Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Mason Investment Advisory Services
from 13F filings
Historical chart of Mason Investment Advisory Services investment in Schwab Strategic Tr us reit etf
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Quarterly reported holdings in Schwab Strategic Tr us reit etf by Mason Investment Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $241k | 11k | 21.57 |
| 2025-06-30 | $236k | 11k | 21.16 |
| 2025-03-31 | $240k | 11k | 21.51 |
| 2024-12-31 | $235k | 11k | 21.06 |
| 2024-09-30 | $259k | 11k | 23.17 |
| 2024-06-30 | $221k | 11k | 19.97 |
| 2024-03-31 | $225k | 11k | 20.30 |
| 2019-12-31 | $969k | 21k | 45.96 |
| 2019-09-30 | $994k | 21k | 47.17 |
| 2019-06-30 | $936k | 21k | 44.44 |
| 2019-03-31 | $936k | 21k | 44.43 |
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