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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |
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