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Schwab Strategic Tr us reit etf shares owned by Sagace Wealth Management

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

Historical chart of Sagace Wealth Management 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 Sagace Wealth Management 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 Sagace Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 124k 21.57
2025-06-30 $2.4M 115k 21.16
2025-03-31 $2.4M 111k 21.51
2024-12-31 $2.3M 110k 21.06

More positions owned by Sagace Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Sagace Wealth Management

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