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Schwab Strategic Tr us reit etf shares owned by WT Wealth Management

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

Historical chart of WT Wealth Management 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 WT Wealth 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 WT Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $419k 20k 20.71
2023-09-30 $394k 22k 17.75
2023-06-30 $458k 24k 19.53
2023-03-31 $1.6M 84k 19.50
2022-12-31 $1.9M 99k 19.29
2022-09-30 $2.1M 115k 18.69
2022-06-30 $2.6M 124k 21.09
2022-03-31 $3.9M 159k 24.89
2021-12-31 $4.0M 75k 52.70
2021-09-30 $3.5M 77k 45.67
2021-06-30 $3.4M 75k 45.78
2021-03-31 $3.0M 73k 41.08
2020-12-31 $2.3M 62k 37.95
2020-09-30 $2.2M 64k 35.36
2020-06-30 $2.3M 66k 35.21
2020-03-31 $1.9M 58k 32.73
2019-12-31 $2.8M 60k 45.95
2019-09-30 $2.6M 56k 47.16