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Schwab Strategic Tr us reit etf shares owned by White & Co Financial Planning

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

Historical chart of White & Co Financial Planning investment in Schwab Strategic Tr us reit etf

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0015.1502M5.1502005M5.150201M5.1502015M5.150202M244.548k244.5485k244.549k244.5495k244.55k
Value ($)Share countHistorical SCHH position of White & Co … Source: stockzoa.comValue ($)Share count

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All positions including Schwab Strategic Tr us reit etf held by White & Co 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 White & Co Financial Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.2M 245k 21.06

More positions owned by White & Co Financial Planning

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Tcw Etf Trust Flexible Income (FLXR)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Schwab Strategic Tr Us Reit Etf (SCHH)
Spdr Index Shs Fds Dj Glb Rl Es Etf (RWO)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Ishares Tr National Mun Etf (MUB)

View all positions for White & Co Financial Planning

Top funds holding Schwab Strategic Tr us reit etf

Financial Engines Advisors L.L.C
Us Bancorp
FMR
Creative Planning
Northwestern Mutual Wealth Management Company
Envestnet Portfolio Solutions
HPM Partners
Bnp Paribas Arbitrage, Snc
Huntington Asset Advisors
Ameriprise Financial
Mason Street Advisors
BlackRock
Morningstar Investment Management
Moneta Group Investment Advisors
Apollon Wealth Management

View all funds holding Schwab Strategic Tr us reit etf