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Schwab Strategic Tr us reit etf shares owned by Oak Harbor Wealth Partners

Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Oak Harbor Wealth Partners from 13F filings

Historical chart of Oak Harbor Wealth Partners 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 Oak Harbor Wealth Partners 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 Oak Harbor Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $928 43 21.58
2025-06-30 $42 2 21.00

More positions owned by Oak Harbor Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Costco Wholesale Corporation (COST)
Lincoln National Corporation (LNC)
Caterpillar (CAT)
Penumbra (PEN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Motorola Solutions Com New (MSI)

View all positions for Oak Harbor Wealth Partners

Top funds holding Schwab Strategic Tr us reit etf

Financial Engines Advisors L.L.C
Us Bancorp
FMR
Creative Planning
Envestnet Portfolio Solutions
Northwestern Mutual Wealth Management Company
HPM Partners
Bnp Paribas Arbitrage, Snc
Ameriprise Financial
Benjamin Edwards
Mason Street Advisors
Huntington Asset Advisors
Charles Schwab Trust
Envestnet Asset Management
Moneta Group Investment Advisors

View all funds holding Schwab Strategic Tr us reit etf