REDW Stanley Financial Advisors »

Schwab Strategic Tr us reit etf shares owned by REDW Stanley Financial Advisors

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

Historical chart of REDW Stanley 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 REDW Stanley Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Strategic Tr us reit etf by REDW Stanley Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 70k 23.17
2024-06-30 $1.4M 71k 19.97
2024-03-31 $1.4M 71k 20.30
2023-12-31 $1.6M 78k 20.71
2023-09-30 $1.3M 71k 17.75
2023-06-30 $1.4M 71k 19.53
2023-03-31 $1.5M 75k 19.50
2022-12-31 $1.5M 80k 19.29
2022-09-30 $1.7M 92k 18.69
2022-06-30 $1.9M 92k 21.09
2022-03-31 $2.4M 95k 24.89
2021-12-31 $2.5M 48k 52.69
2021-09-30 $2.2M 48k 45.69
2021-06-30 $2.2M 48k 45.79
2021-03-31 $2.0M 49k 41.10
2020-12-31 $1.4M 36k 37.98
2020-09-30 $1.7M 49k 35.37
2020-06-30 $1.7M 50k 35.23
2020-03-31 $1.4M 43k 32.75
2019-12-31 $943k 21k 45.96
2019-09-30 $779k 17k 47.15
2019-06-30 $658k 15k 44.47
2019-03-31 $601k 14k 44.43
2018-12-31 $527k 14k 38.48
2018-09-30 $350k 8.4k 41.79
2018-06-30 $331k 7.9k 41.73
2018-03-31 $304k 8.0k 38.22
2017-12-31 $256k 6.2k 41.57
2017-09-30 $246k 6.0k 41.08
2017-06-30 $244k 5.9k 41.29
2017-03-31 $205k 5.0k 40.75

More positions owned by REDW Stanley Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us High Profitab (DUHP)
Apple (AAPL)
Ishares Msci Emrg Chn (EMXC)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Flexshares Tr Hig Yld Vl Etf (HYGV)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for REDW Stanley Financial Advisors

Top funds holding Schwab Strategic Tr us reit etf

Financial Engines Advisors L.L.C
Us Bancorp
Creative Planning
Northwestern Mutual Wealth Management Company
Envestnet Portfolio Solutions
BlackRock
BlackRock
HPM Partners
Huntington Asset Advisors
Mason Street Advisors
Hantz Financial Services
Morningstar Investment Management
Moneta Group Investment Advisors
Bnp Paribas Arbitrage, Snc
Apollon Wealth Management

View all funds holding Schwab Strategic Tr us reit etf