Schwab Strategic Tr us reit etf shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson Wealth Advisors investment in Schwab Strategic Tr us reit etf
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Quarterly reported holdings in Schwab Strategic Tr us reit etf by Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.9M | 95k | 20.30 |
| 2023-12-31 | $2.0M | 96k | 20.71 |
| 2023-09-30 | $1.9M | 105k | 17.75 |
| 2023-06-30 | $1.9M | 98k | 19.72 |
| 2023-03-31 | $1.9M | 100k | 19.50 |
| 2022-12-31 | $1.7M | 91k | 19.29 |
| 2022-09-30 | $1.0M | 56k | 18.69 |
| 2022-06-30 | $641k | 30k | 21.10 |
| 2022-03-31 | $682k | 27k | 24.89 |
| 2021-12-31 | $731k | 14k | 52.73 |
| 2021-09-30 | $649k | 14k | 45.70 |
| 2021-06-30 | $605k | 13k | 45.78 |
| 2021-03-31 | $555k | 14k | 41.09 |
| 2020-12-31 | $515k | 14k | 37.95 |
| 2020-09-30 | $469k | 13k | 35.34 |
| 2020-06-30 | $452k | 13k | 35.19 |
| 2020-03-31 | $258k | 7.9k | 32.79 |
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