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Schwab Strategic Tr us reit etf shares owned by Forum Financial Management

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

Historical chart of Forum Financial 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 Forum Financial 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 Forum Financial Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 186k 20.30

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)

View all positions for Forum Financial Management

Top funds holding Schwab Strategic Tr us reit etf

Charles Schwab Investment Advisory
Financial Engines Advisors L.L.C
Creative Planning
Charles Schwab Investment Management
Us Bancorp
Northwestern Mutual Wealth Management Company
Envestnet Portfolio Solutions
BlackRock
HPM Partners
Huntington Asset Advisors
Moneta Group Investment Advisors
Ameriprise Financial
Moisand Fitzgerald Tamayo
Pnc Financial Services
Charles Schwab Trust

View all funds holding Schwab Strategic Tr us reit etf