SCHH — SCHWAB U.S. REIT ETF

Ownership history in Global Wealth Strategies & Associates  ·  6 quarters on record

This page tracks every 13F SEC filing in which Global Wealth Strategies & Associates reported a position in SCHWAB U.S. REIT ETF (SCHH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 24 +23 +2300.0% 0.00% $518 $21.34
2023 Q4 UNCHANGED 1 — 0% 0.00% $12 $19.47
2023 Q3 UNCHANGED 1 — 0% 0.00% $10 $16.50
2023 Q2 REDUCED 1 -14 -93.3% 0.00% $11 $18.01
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% of Fund (quarterly)    SCHH price (monthly, adj. close)

Other funds also holding SCHH

As of 2025 Q4 — sorted by position size

DUMAC, INC. 3Y 7Y 25.18% ZynergyRetirementPlanningLLC 9.66% Strategic Financial Planning, Inc. 3Y 5.75% Pioneer Wealth Management Group 4.5% PURE PORTFOLIOS HOLDINGS LLC 4.03% MASON STREET ADVISORS, LLC 3Y 7Y 3.52% Upper Left Wealth Management, LLC 3Y 3.29% Courage Miller Partners, LLC 3Y 7Y 3.28% RATIONAL ADVISORS, INC. 3Y 7Y 3.16% WEALTH MANAGEMENT RESOURCES, INC. 3Y 2.96%
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