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Schwab Intl Small Cap Equity ETF shares owned by Shakespeare Wealth Management

Quarter-by-quarter ownership of Schwab Intl Small Cap Equity ETF (SCHC) shares owned by Shakespeare Wealth Management from 13F filings

Historical chart of Shakespeare Wealth Management investment in Schwab Intl Small Cap Equity ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab Intl Small Cap Equity ETF held by Shakespeare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Intl Small Cap Equity ETF by Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 64k 35.80
2023-09-30 $2.3M 70k 32.25
2023-06-30 $2.2M 66k 33.77
2023-03-31 $2.4M 72k 33.71
2022-12-31 $2.4M 76k 31.47
2022-09-30 $2.0M 72k 27.76
2022-06-30 $2.5M 80k 31.39
2022-03-31 $2.9M 76k 38.49
2021-12-31 $2.7M 67k 40.94
2021-09-30 $2.7M 65k 41.77
2021-06-30 $2.9M 67k 42.59
2021-03-31 $2.7M 70k 39.42
2020-12-31 $2.8M 73k 37.65
2020-09-30 $2.5M 76k 32.52
2020-06-30 $2.3M 77k 29.58
2020-03-31 $1.4M 57k 24.40
2019-12-31 $1.8M 52k 34.65
2019-09-30 $1.6M 51k 31.79
2019-06-30 $1.7M 51k 32.63
2019-03-31 $1.7M 52k 32.25
2018-12-31 $1.4M 50k 29.10

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Wisdomtree LC Value Intl Equity Fd (DWM)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
Vanguard SC Value Sm Cp Val Etf (VBR)
Wisdomtree SC Value Intl Smcap Div (DLS)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
SPDR S&P 400 Mid Cap S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap S&P 600 SMCP GRW (SLYG)
Nasdaq 100 Equal Weight SHS (QQEW)
Schwab Fundamental US Schwab Fdt Us Lg (FNDX)

View all positions for Shakespeare Wealth Management

Top funds holding Schwab Intl Small Cap Equity ETF

Charles Schwab Investment Advisory
Pnc Financial Services
Savant Capital Management
Tiaa Trust, National Association
Envestnet Asset Management
New York Life Investment Management
McAdam
Creative Planning
CI Private Wealth
BlackRock
Mather Group
Charles Schwab Investment Management
Colony
Rsm Us Wealth Management
Johnson Financial

View all funds holding Schwab Intl Small Cap Equity ETF