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Schwab Strategic Tr us reit etf shares owned by Stonegate Investment Group

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

Historical chart of Stonegate Investment Group investment in Schwab Strategic Tr us reit etf

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All positions including Schwab Strategic Tr us reit etf held by Stonegate Investment Group 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 Stonegate Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $976k 45k 21.57
2025-06-30 $958k 45k 21.16
2025-03-31 $973k 45k 21.51
2024-12-31 $953k 45k 21.06

More positions owned by Stonegate Investment Group

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Chevron Corporation (CVX)
Phillips 66 (PSX)
Visa Com Cl A (V)
Exxon Mobil Corporation (XOM)
Cisco Systems (CSCO)
Home Depot (HD)
Johnson & Johnson (JNJ)
Palo Alto Networks (PANW)

View all positions for Stonegate Investment Group

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
Benjamin Edwards
Bnp Paribas Arbitrage, Snc
Ameriprise Financial
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