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Schwab Strategic Tr us reit etf shares owned by Medallion Wealth Advisors

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

Historical chart of Medallion Wealth Advisors 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 Medallion Wealth Advisors 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 Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $585k 27k 21.46
2025-12-31 $532k 25k 20.92
2025-09-30 $492k 23k 21.54
2025-06-30 $469k 22k 21.31
2025-03-31 $351k 16k 21.54
2024-12-31 $314k 15k 21.08

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Vanguard Index Fds Large Cap Etf (VV)
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Apple (AAPL)
Vanguard Wellington Us Quality (VFQY)
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Pacer Fds Tr Us Cash Cows 100 (COWZ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Medallion Wealth Advisors

Top funds holding Schwab Strategic Tr us reit etf

Financial Engines Advisors L.L.C
Us Bancorp
FMR
Creative Planning
Two Sigma Investments
Envestnet Asset Management
Dumac
Northwestern Mutual Wealth Management Company
HPM Partners
Benjamin Edwards
Ameriprise Financial
Mason Street Advisors
Charles Schwab Trust
Huntington Asset Advisors
BlackRock

View all funds holding Schwab Strategic Tr us reit etf