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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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All positions including Schwab Strategic Tr us reit etf held by Moisand Fitzgerald Tamayo 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 Moisand Fitzgerald Tamayo

Quarter filed Position value Share count Share price at filing
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 Sml Cp Valu (AVUV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Reit Etf (SCHH)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Moisand Fitzgerald Tamayo

Top funds holding Schwab Strategic Tr us reit etf

Charles Schwab Investment Advisory
Creative Planning
Us Bancorp
Charles Schwab Investment Management
Envestnet Portfolio Solutions
HPM Partners
Huntington Asset Advisors
Moneta Group Investment Advisors
Moisand Fitzgerald Tamayo
Pnc Financial Services
Charles Schwab Trust
M^T Bank Corporation
Foster & Motley
Benjamin F. Edwards & Company
Apollon Wealth Management

View all funds holding Schwab Strategic Tr us reit etf