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

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

Historical chart of Valued 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 Valued 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 Valued Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $449k 19k 23.17
2024-06-30 $403k 20k 20.11
2024-03-31 $364k 18k 20.30