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Schwab Emerging Markets Equity ETF shares owned by Waterford Advisors

Quarter-by-quarter ownership of Schwab Emerging Markets Equity ETF (SCHE) shares owned by Waterford Advisors from 13F filings

Historical chart of Waterford Advisors investment in Schwab Emerging Markets Equity ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab Emerging Markets Equity ETF held by Waterford Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Emerging Markets Equity ETF by Waterford Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 61k 25.25
2023-06-30 $3.2M 131k 24.63
2023-03-31 $3.2M 131k 24.52
2022-12-31 $3.6M 152k 23.67

More positions owned by Waterford Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Emk Lg (FNDE)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard World Mega Cap Index (MGC)

View all positions for Waterford Advisors

Top funds holding Schwab Emerging Markets Equity ETF

Charles Schwab Investment Advisory
Creative Planning
Financial Engines Advisors L.L.C
Charles Schwab Investment Management
HighTower Advisors
Envestnet Asset Management
Jane Street
Mather Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Morgan Stanley
Northwestern Mutual Wealth Management Company
Heartwood Wealth Advisors
Rebalance
FMR

View all funds holding Schwab Emerging Markets Equity ETF