Wetherby Asset Management »

Schwab Emerging Markets Equity ETF shares owned by Wetherby Asset Management

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

Historical chart of Wetherby Asset Management 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 Wetherby Asset Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab Emerging Markets Equity ETF by Wetherby Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 78k 24.79
2023-09-30 $1.5M 61k 23.94
2023-06-30 $1.7M 69k 24.63
2023-03-31 $1.8M 72k 24.52
2022-12-31 $2.2M 94k 23.67
2022-09-30 $353k 16k 22.38
2022-06-30 $2.2M 87k 25.38

More positions owned by Wetherby Asset Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon Call Option (Principal) (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
JPMorgan Chase & Co. (JPM)
Tesla Motors (TSLA)
Eli Lilly & Co. (LLY)
Visa Com Cl A (V)
Commercial Metals Company (CMC)

View all positions for Wetherby Asset Management

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