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Schwab Emerging Markets Equity ETF shares owned by Grimes & Company

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

Historical chart of Grimes & Company 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 Grimes & Company 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 Grimes & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.3M 80k 29.18
2024-06-30 $2.0M 74k 26.56
2024-03-31 $1.9M 73k 25.25
2023-12-31 $1.9M 77k 24.79
2023-09-30 $1.8M 74k 23.94
2023-06-30 $1.9M 76k 24.63
2023-03-31 $2.1M 85k 24.52
2022-12-31 $2.0M 85k 23.67
2022-09-30 $1.8M 81k 22.40
2022-06-30 $2.0M 77k 25.38
2022-03-31 $2.1M 75k 27.78
2021-12-31 $2.1M 69k 29.63
2021-09-30 $5.5M 180k 30.48
2021-06-30 $7.5M 228k 32.88
2021-03-31 $6.9M 218k 31.78
2020-12-31 $6.6M 217k 30.65
2020-09-30 $5.6M 208k 26.76
2020-06-30 $3.7M 153k 24.35
2020-03-31 $1.3M 62k 20.68
2019-12-31 $3.8M 140k 27.37
2019-09-30 $1.3M 51k 25.13
2019-06-30 $1.3M 51k 26.25
2019-03-31 $4.9M 189k 26.01
2018-12-31 $1.2M 53k 23.53
2018-09-30 $1.2M 47k 25.70
2018-06-30 $2.4M 92k 25.89
2018-03-31 $4.0M 140k 28.70
2017-12-31 $3.9M 141k 27.94
2017-09-30 $3.7M 138k 26.91
2017-06-30 $3.4M 137k 24.85
2017-03-31 $3.3M 140k 23.97
2016-12-31 $2.9M 135k 21.56
2016-09-30 $3.1M 133k 23.06
2016-06-30 $2.7M 128k 21.29
2015-06-30 $1.7M 71k 24.58

More positions owned by Grimes & Company

Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Communication (XLC)
Spdr Ser Tr Nuveen Bloomberg (HYMB)
Vaneck Etf Trust High Yld Munietf (HYD)

View all positions for Grimes & Company

Top funds holding Schwab Emerging Markets Equity ETF

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

View all funds holding Schwab Emerging Markets Equity ETF