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Schwab Strategic Tr us reit etf shares owned by Phillips Financial Management

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

Historical chart of Phillips Financial Management 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 Phillips Financial Management 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 Phillips Financial Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.0k 286 20.89
2018-12-31 $427k 11k 38.54
2018-09-30 $458k 11k 41.34
2018-06-30 $465k 11k 41.44
2018-03-31 $429k 11k 38.15
2017-12-31 $460k 11k 40.63
2017-09-30 $440k 11k 41.14
2017-06-30 $420k 10k 41.35

More positions owned by Phillips Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Phillips Financial Management

Top funds holding Schwab Strategic Tr us reit etf

Financial Engines Advisors L.L.C
Us Bancorp
FMR
Creative Planning
Envestnet Portfolio Solutions
Dumac
Northwestern Mutual Wealth Management Company
HPM Partners
Benjamin Edwards
Mason Street Advisors
Ameriprise Financial
Huntington Asset Advisors
Charles Schwab Trust
BlackRock
Envestnet Asset Management

View all funds holding Schwab Strategic Tr us reit etf