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Schwab Strategic Tr us reit etf shares owned by Tempus Wealth Planning

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

Historical chart of Tempus Wealth 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 Tempus Wealth 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 Tempus Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 55k 20.30
2023-12-31 $1.1M 53k 20.71
2023-09-30 $861k 49k 17.75
2023-06-30 $940k 48k 19.53
2023-03-31 $855k 44k 19.50
2022-12-31 $679k 35k 19.29

More positions owned by Tempus Wealth Planning

General Electric
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Blackrock Ultra (ICSH)
Apple (AAPL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Tempus Wealth Planning

Top funds holding Schwab Strategic Tr us reit etf

Charles Schwab Investment Advisory
Creative Planning
Us Bancorp
Charles Schwab Investment Management
Envestnet Portfolio Solutions
HPM Partners
Huntington Asset Advisors
Moneta Group Investment Advisors
Moisand Fitzgerald Tamayo
Pnc Financial Services
Charles Schwab Trust
Apollon Wealth Management
M^T Bank Corporation
Foster & Motley
Benjamin F. Edwards & Company

View all funds holding Schwab Strategic Tr us reit etf