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Schwab Emerging Markets Equity ETF shares owned by Roberts Wealth Advisors

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

Historical chart of Roberts 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 Roberts 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 Roberts Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 74k 25.00
2023-12-31 $5.4M 74k 72.63
2023-09-30 $1.8M 74k 24.01

More positions owned by Roberts Wealth Advisors

J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)
Trane Technologies SHS (TT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
JPMorgan Chase & Co. (JPM)
Qualcomm (QCOM)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Visa Com Cl A (V)
Linde SHS (LIN)

View all positions for Roberts Wealth Advisors

Top funds holding Schwab Emerging Markets Equity ETF

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

View all funds holding Schwab Emerging Markets Equity ETF