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Schwab Strategic Tr us reit etf shares owned by Worth Asset Management

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

Historical chart of Worth Asset Management investment in Schwab Strategic Tr us reit etf

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All positions including Schwab Strategic Tr us reit etf held by Worth Asset Management 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 Worth Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $661k 29k 23.17
2022-06-30 $0 2.3k 0.00
2022-03-31 $3.0M 140k 21.58

More positions owned by Worth Asset Management

Vanguard Value Etf Etf (VTV)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Apple Stock (AAPL)
Neos Enhanced Income 1-3 Month T-bill Etf Etf (CSHI)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Bond Market Etf Etf (BND)
Consumer Staples Select Sector Spdr Fund Etf (XLP)
Invesco Nasdaq 100 Etf Etf (QQQM)
Broadcom Stock (AVGO)
3M Stock (MMM)

View all positions for Worth Asset Management

Top funds holding Schwab Strategic Tr us reit etf

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

View all funds holding Schwab Strategic Tr us reit etf