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Schwab Strategic Tr us reit etf shares owned by Morris Financial Concepts

Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Morris Financial Concepts from 13F filings

Historical chart of Morris Financial Concepts 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 Morris Financial Concepts 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 Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $31k 1.5k 20.30
2023-12-31 $32k 1.5k 20.71
2023-09-30 $27k 1.5k 17.75
2023-06-30 $31k 1.6k 19.53
2023-03-31 $31k 1.6k 19.50
2022-12-31 $636 33 19.30
2022-09-30 $999 33 30.30
2022-06-30 $999 33 30.30
2022-03-31 $999 48 20.83
2021-12-31 $1.0k 24 41.67