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Schwab Strategic Tr us reit etf shares owned by Roundview Capital

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

Historical chart of Roundview Capital 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 Roundview Capital 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 Roundview Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $687k 33k 21.06
2024-09-30 $733k 32k 23.17
2024-06-30 $615k 31k 19.97
2024-03-31 $648k 32k 20.30
2023-12-31 $664k 32k 20.71
2023-09-30 $1.1M 62k 17.75
2023-06-30 $1.2M 62k 19.53
2023-03-31 $1.6M 80k 19.50
2022-12-31 $1.5M 77k 19.29
2022-09-30 $890k 48k 18.70
2022-06-30 $992k 47k 21.08
2022-03-31 $1.1M 44k 24.89
2021-12-31 $1.2M 22k 52.68
2021-09-30 $943k 21k 45.70
2021-06-30 $963k 21k 45.79
2021-03-31 $828k 20k 41.09
2020-12-31 $765k 20k 37.98
2020-09-30 $790k 22k 35.35
2020-06-30 $947k 27k 35.23
2020-03-31 $1.5M 47k 32.73
2019-12-31 $2.8M 60k 45.95
2019-09-30 $2.8M 59k 47.17
2019-06-30 $2.6M 59k 44.44
2019-03-31 $2.6M 58k 44.43
2018-12-31 $1.6M 42k 38.51
2018-09-30 $1.8M 43k 41.73
2018-06-30 $2.2M 52k 41.78
2018-03-31 $2.4M 62k 38.24
2017-12-31 $2.5M 61k 41.62
2017-09-30 $2.8M 68k 41.14
2017-06-30 $2.8M 67k 41.21
2017-03-31 $2.7M 66k 40.77
2016-12-31 $1.7M 41k 41.04
2016-09-30 $2.0M 48k 42.64
2016-06-30 $1.3M 29k 43.44
2016-03-31 $449k 11k 41.42

More positions owned by Roundview Capital

Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Intermed Term (BIV)
NVIDIA Corporation (NVDA)
Mastercard Incorporated Cl A (MA)
Meta Platforms Cl A (META)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Roundview Capital

Top funds holding Schwab Strategic Tr us reit etf

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

View all funds holding Schwab Strategic Tr us reit etf