Moisand Fitzgerald Tamayo »

Schwab Strategic Tr us reit etf shares owned by Moisand Fitzgerald Tamayo

Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Moisand Fitzgerald Tamayo from 13F filings

Historical chart of Moisand Fitzgerald Tamayo investment in Schwab Strategic Tr us reit etf

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Quarterly reported holdings in Schwab Strategic Tr us reit etf by Moisand Fitzgerald Tamayo

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.4M 233k 23.17
2024-06-30 $4.8M 241k 19.97
2024-03-31 $25M 1.2M 20.30
2023-12-31 $24M 1.1M 20.71
2023-09-30 $17M 937k 17.75
2023-06-30 $18M 910k 19.53
2023-03-31 $17M 850k 19.50
2022-12-31 $16M 815k 19.29
2022-09-30 $15M 774k 18.69
2022-06-30 $16M 740k 21.09
2022-03-31 $11M 441k 24.89
2021-12-31 $19M 358k 52.69
2021-09-30 $17M 362k 45.68
2021-06-30 $17M 362k 45.79
2021-03-31 $14M 351k 41.09
2020-12-31 $13M 329k 37.97
2020-09-30 $11M 310k 35.37
2020-06-30 $10M 284k 35.22
2020-03-31 $8.6M 263k 32.74
2019-12-31 $11M 231k 45.96
2019-09-30 $11M 232k 47.17
2019-06-30 $10M 231k 44.44
2019-03-31 $10M 225k 44.43
2018-12-31 $8.6M 224k 38.51
2018-09-30 $9.3M 223k 41.73
2018-06-30 $9.3M 222k 41.78
2018-03-31 $8.4M 219k 38.25
2017-12-31 $8.5M 204k 41.62
2017-09-30 $7.8M 190k 41.13
2017-06-30 $7.6M 185k 41.21
2017-03-31 $7.2M 178k 40.78
2016-12-31 $6.7M 162k 41.04
2016-09-30 $6.7M 158k 42.65
2016-06-30 $6.8M 156k 43.44
2016-03-31 $6.4M 155k 41.40
2015-12-31 $6.0M 152k 39.64

More positions owned by Moisand Fitzgerald Tamayo

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Real Estate E (DFAR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
American Centy Etf Tr Avantis Us Mid C (AVMV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Moisand Fitzgerald Tamayo

Top funds holding Schwab Strategic Tr us reit etf

Financial Engines Advisors L.L.C
Us Bancorp
Creative Planning
Northwestern Mutual Wealth Management Company
Envestnet Portfolio Solutions
BlackRock
BlackRock
HPM Partners
Huntington Asset Advisors
Mason Street Advisors
Hantz Financial Services
Morningstar Investment Management
Moneta Group Investment Advisors
Bnp Paribas Arbitrage, Snc
Apollon Wealth Management

View all funds holding Schwab Strategic Tr us reit etf