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Schwab Strategic Tr us reit etf shares owned by ZynergyRetirementPlanning

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

Historical chart of ZynergyRetirementPlanning 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 ZynergyRetirementPlanning 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 ZynergyRetirementPlanning

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 674k 23.17
2024-06-30 $14M 678k 19.97

More positions owned by ZynergyRetirementPlanning

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Reit Etf (SCHH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for ZynergyRetirementPlanning

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