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Schwab Strategic Tr us reit etf shares owned by Websterrogers Financial Advisors

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

Historical chart of Websterrogers Financial 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 Websterrogers Financial 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 Websterrogers Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $315k 15k 21.57
2025-06-30 $308k 15k 21.16
2025-03-31 $351k 16k 21.51
2024-12-31 $336k 16k 21.06
2024-09-30 $372k 16k 23.17
2024-06-30 $296k 15k 19.97
2024-03-31 $302k 15k 20.30
2023-09-30 $269k 15k 17.75
2023-06-30 $279k 14k 19.53
2023-03-31 $278k 14k 19.50
2022-12-31 $301k 16k 19.29
2022-09-30 $357k 19k 18.67
2022-06-30 $456k 22k 21.09
2022-03-31 $802k 32k 25.42
2021-12-31 $736k 14k 52.69
2021-09-30 $858k 19k 45.66
2021-06-30 $856k 18k 46.71
2021-03-31 $843k 21k 41.07
2020-12-31 $777k 21k 37.57

More positions owned by Websterrogers Financial Advisors

Vanguard Index Fds Growth Etf (VUG)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr International Lr (AVIV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Small Cap E (DFIS)

View all positions for Websterrogers Financial 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