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Schwab Strategic Tr us reit etf shares owned by Strategic Financial Planning

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

Historical chart of Strategic Financial Planning 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 Strategic Financial Planning 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 Strategic Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $10M 431k 23.17
2024-06-30 $8.1M 404k 19.97
2024-03-31 $8.0M 392k 20.30
2023-12-31 $7.8M 375k 20.71
2023-09-30 $6.3M 353k 17.75
2023-06-30 $6.6M 338k 19.53
2023-03-31 $6.2M 317k 19.50
2022-12-31 $5.9M 306k 19.29
2022-09-30 $6.2M 329k 18.69
2022-06-30 $6.6M 312k 21.09
2022-03-31 $7.8M 315k 24.89
2021-12-31 $9.4M 178k 52.69
2021-09-30 $8.5M 186k 45.68
2021-06-30 $8.6M 188k 45.79
2021-03-31 $8.0M 196k 41.09
2020-12-31 $6.2M 163k 37.97
2020-09-30 $5.3M 148k 35.39
2020-06-30 $4.6M 131k 35.22
2020-03-31 $4.7M 145k 32.74
2019-12-31 $7.3M 159k 45.96