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Waterloo Capital »

Schwab Strategic Tr us reit etf shares owned by Waterloo Capital

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

Historical chart of Waterloo Capital 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 Waterloo Capital 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 Waterloo Capital

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$687k	34k	19.97
2024-03-31	$746k	37k	20.30
2023-06-30	$212k	11k	19.53
2023-03-31	$333k	17k	19.50

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)

Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)

Vanguard Short-term Bond Etf Short Trm Bond (BSV)

Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)

Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)

Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)

Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)

Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)

Wal-Mart Stores (WMT)

Microsoft Corporation (MSFT)

Aptus Defined Risk Etf Aptus Defined (DRSK)

Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)

Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)

Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)

View all positions for Waterloo Capital

Top funds holding Schwab Strategic Tr us reit etf

Charles Schwab Investment Management

Creative Planning

Northwestern Mutual Wealth Management Company

Envestnet Portfolio Solutions

Huntington Asset Advisors

Mason Street Advisors

Hantz Financial Services

Moneta Group Investment Advisors

Apollon Wealth Management

Charles Schwab Trust

Pnc Financial Services

M^T Bank Corporation

View all funds holding Schwab Strategic Tr us reit etf

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