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Schwab Emerging Markets Equity ETF shares owned by Private Ocean

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

Historical chart of Private Ocean investment in Schwab Emerging Markets Equity ETF

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All positions including Schwab Emerging Markets Equity ETF held by Private Ocean 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 Private Ocean

Quarter filed Position value Share count Share price at filing
2024-03-31 $110k 4.3k 25.25
2023-12-31 $111k 4.5k 24.79
2023-09-30 $111k 4.6k 23.94
2023-06-30 $240k 9.8k 24.63
2023-03-31 $181k 7.4k 24.52
2022-12-31 $97k 4.1k 23.67
2022-09-30 $83k 3.7k 22.25
2022-06-30 $94k 3.7k 25.20
2022-03-31 $103k 3.7k 27.67
2021-12-31 $191k 6.4k 29.64
2021-09-30 $186k 6.1k 30.44
2021-06-30 $201k 6.1k 32.89
2021-03-31 $118k 3.7k 31.66
2020-12-31 $114k 3.7k 30.58
2020-09-30 $98k 3.7k 26.76
2020-06-30 $98k 4.0k 24.21
2020-03-31 $42k 2.0k 20.64
2019-12-31 $61k 2.2k 27.70
2019-09-30 $55k 2.2k 25.52
2019-06-30 $143k 5.5k 26.06
2019-03-31 $143k 5.5k 26.06
2018-12-31 $129k 5.5k 23.51
2018-09-30 $136k 5.3k 25.70
2018-06-30 $152k 5.9k 25.82
2018-03-31 $164k 5.7k 28.59
2017-12-31 $160k 5.7k 27.89
2017-09-30 $130k 4.8k 26.88
2017-06-30 $128k 5.2k 24.78
2017-03-31 $124k 5.2k 24.01
2016-12-31 $111k 5.2k 21.49
2016-09-30 $112k 4.9k 23.08
2016-06-30 $111k 5.2k 21.31
2016-03-31 $111k 5.4k 20.74
2015-12-31 $100k 5.1k 19.50
2015-09-30 $94k 2.8k 33.18
2015-06-30 $70k 2.8k 24.71
2015-03-31 $59k 2.4k 24.41
2014-12-31 $57k 2.4k 23.75
2014-09-30 $59k 2.3k 25.28
2014-06-30 $62k 2.4k 25.90
2014-03-31 $15k 635 23.62
2013-12-31 $0 16 0.00

More positions owned by Private Ocean

Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Dimensional Global Real Estate ETF Etf (DFGR)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Invesco Taxable Municipal Bond ETF Etf (BAB)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)
SPDR Nuveen S&P High Yield Municipal Bond Etf (HYMB)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG 1-5 Year USD Corp Bd ETF Etf (SUSB)

View all positions for Private Ocean

Top funds holding Schwab Emerging Markets Equity ETF

Charles Schwab Investment Advisory
Creative Planning
Charles Schwab Investment Management
HPM Partners
HighTower Advisors
SageView Advisory Group
Mather Group
Mercer Global Advisors
Wealth Enhancement Advisory Services
Heartwood Wealth Advisors
Rebalance
Orgel Wealth Management
Krilogy Financial
McAdam
Mariner Wealth Advisors

View all funds holding Schwab Emerging Markets Equity ETF