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Schwab Emerging Markets Equity ETF shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth 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 EP Wealth 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.5M 99k 24.79
2023-09-30 $2.4M 100k 23.94
2023-06-30 $2.5M 7.6k 331.29
2023-03-31 $24M 333k 73.16
2022-12-31 $2.7M 113k 23.67
2022-06-30 $4.8M 191k 25.38
2022-03-31 $5.8M 208k 27.77
2021-12-31 $6.6M 223k 29.62
2021-09-30 $6.9M 1.7k 3976.27
2021-06-30 $6.1M 185k 32.88
2021-03-31 $6.0M 188k 31.78
2020-12-31 $1.2M 39k 30.65
2020-09-30 $1.3M 49k 26.77
2020-06-30 $1.2M 48k 24.34
2020-03-31 $1.0M 49k 20.69
2019-06-30 $332k 13k 26.23
2019-03-31 $639k 25k 26.02
2018-12-31 $659k 28k 23.53
2018-09-30 $391k 15k 25.71
2016-03-31 $737k 36k 20.78
2015-12-31 $1.5M 78k 19.51
2015-09-30 $1.2M 61k 20.22
2015-03-31 $531k 22k 24.36
2014-12-31 $4.4M 183k 23.90