Schwab Strategic Tr us reit etf shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Schwab Strategic Tr us reit etf
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All positions including Schwab Strategic Tr us reit etf held by Modera 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 Modera Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $1.8M | 89k | 19.97 |
2024-03-31 | $1.8M | 90k | 20.30 |
2023-12-31 | $332k | 16k | 20.71 |
2023-09-30 | $425k | 24k | 17.75 |
2023-06-30 | $514k | 26k | 19.53 |
Top funds holding Schwab Strategic Tr us reit etf
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