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Schwab Strategic Tr us reit etf shares owned by Strata Wealth Advisors

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

Historical chart of Strata Wealth Advisors 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 Strata Wealth Advisors 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 Strata Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $341k 16k 21.57
2025-06-30 $335k 16k 21.16
2023-09-30 $2.0M 115k 17.75
2023-03-31 $1.2M 64k 19.50
2022-12-31 $581k 30k 19.29

More positions owned by Strata Wealth Advisors

Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Growth Etf (VUG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Schwab Strategic Tr Fundamental Us L (FNDX)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Arista Networks Com Shs (ANET)
Chevron Corporation (CVX)
Microsoft Corporation (MSFT)
Pimco Etf Tr Multisector Bd (PYLD)

View all positions for Strata Wealth Advisors

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