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Schwab Strategic Tr us reit etf shares owned by WMS Partners

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

Historical chart of WMS Partners 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 WMS Partners 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 WMS Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $273k 13k 20.71
2023-09-30 $716k 40k 17.75
2023-06-30 $812k 42k 19.53
2023-03-31 $963k 49k 19.50
2022-12-31 $966k 50k 19.29
2022-09-30 $278k 15k 18.67

More positions owned by WMS Partners

American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Index Fds Total Stk Mkt (VTI)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
T. Rowe Price (TROW)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Goldman Sachs Etf Tr Activebeta Eme (GEM)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Short Dura Core (JSCP)

View all positions for WMS Partners

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
M^T Bank Corporation
Foster & Motley
Benjamin F. Edwards & Company
Apollon Wealth Management

View all funds holding Schwab Strategic Tr us reit etf