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Schwab Strategic Tr us reit etf shares owned by Portland Financial Advisors

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

Historical chart of Portland Financial 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 Portland Financial 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 Portland Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $453k 21k 21.57
2025-06-30 $444k 21k 21.16
2025-03-31 $455k 21k 21.51

More positions owned by Portland Financial Advisors

Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Omega Healthcare Investors (OHI)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Msci Gbl Min Vol (ACWV)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Bloomberg Invt (FLRN)
Spdr Series Trust Ssga Us Lrg Etf (LGLV)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)

View all positions for Portland Financial Advisors

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