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Schwab Strategic Tr us reit etf shares owned by Moneta Group Investment Advisors

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

Historical chart of Moneta Group Investment 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 Moneta Group Investment 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $26M 1.1M 23.17
2024-06-30 $23M 1.1M 19.97
2024-03-31 $29M 1.4M 20.30
2023-12-31 $32M 1.5M 20.71
2023-09-30 $27M 1.5M 17.75
2023-06-30 $41M 2.1M 19.53
2023-03-31 $59M 3.0M 19.50
2022-12-31 $55M 7.9k 6984.03
2022-09-30 $62M 3.3M 18.69
2022-06-30 $73M 3.5M 21.09
2022-03-31 $66M 2.7M 24.89
2021-12-31 $67M 1.3M 52.69
2021-09-30 $55M 1.2M 45.68
2021-06-30 $50M 1.1M 45.79
2021-03-31 $43M 1.0M 41.09
2020-12-31 $35M 922k 37.97
2020-09-30 $32M 912k 35.37
2020-06-30 $30M 849k 35.22
2020-03-31 $25M 765k 32.74
2019-12-31 $40M 877k 45.96
2019-09-30 $36M 760k 47.17
2019-06-30 $23M 55k 416.89
2019-03-31 $18M 407k 44.43
2018-12-31 $15M 400k 38.51
2018-09-30 $16M 378k 41.73
2018-06-30 $15M 349k 41.79
2018-03-31 $12M 303k 38.25
2017-12-31 $12M 276k 41.62
2017-09-30 $11M 272k 41.13
2017-06-30 $1.4M 33k 41.22

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Archer Daniels Midland Company (ADM)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Moneta Group Investment Advisors

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