Schwab Strategic Tr us reit etf shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of Schwab Strategic Tr us reit etf (SCHH) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted 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 Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $634k | 32k | 19.73 |
| 2023-12-31 | $600k | 31k | 19.67 |
| 2023-09-30 | $548k | 30k | 18.58 |
| 2023-06-30 | $501k | 25k | 19.75 |
| 2023-03-31 | $456k | 24k | 19.03 |
| 2022-12-31 | $410k | 21k | 19.29 |
Top funds holding Schwab Strategic Tr us reit etf
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