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Schwab Emerging Markets Equity ETF shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory 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 Cape Investment Advisory 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 Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.2M 120k 26.63
2024-09-30 $3.8M 132k 29.18
2024-06-30 $3.5M 131k 26.56
2024-03-31 $3.2M 128k 25.25
2023-12-31 $3.2M 130k 24.79
2023-09-30 $3.1M 131k 23.94
2023-06-30 $3.3M 134k 24.63
2023-03-31 $3.3M 135k 24.52

More positions owned by Cape Investment Advisory

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Amazon (AMZN)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Chevron Corporation (CVX)

View all positions for Cape Investment Advisory

Top funds holding Schwab Emerging Markets Equity ETF

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

View all funds holding Schwab Emerging Markets Equity ETF