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Schwab Emerging Markets Equity ETF shares owned by Heartwood Wealth Advisors

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

Historical chart of Heartwood 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 Heartwood 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 Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $44M 1.5M 29.18
2024-06-30 $40M 1.5M 26.56
2024-03-31 $37M 1.5M 25.25
2023-12-31 $45M 1.8M 24.79
2023-09-30 $43M 1.8M 23.94
2023-06-30 $44M 1.8M 24.63
2023-03-31 $43M 1.7M 24.52
2022-12-31 $39M 1.7M 23.67
2022-09-30 $35M 1.5M 22.40
2022-06-30 $46M 1.8M 25.38
2022-03-31 $49M 1.7M 27.77
2021-12-31 $46M 1.6M 29.62
2021-09-30 $47M 1.5M 30.48
2021-06-30 $50M 1.5M 32.88
2021-03-31 $49M 1.5M 31.78
2020-12-31 $50M 1.6M 30.65
2020-09-30 $43M 1.6M 26.76
2020-06-30 $40M 1.8M 22.14
2020-03-31 $33M 1.6M 20.69
2019-12-31 $387k 14k 27.37

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Russell 1000 Etf Etf (VONE)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vanguard Value Etf Etf (VTV)

View all positions for Heartwood Wealth Advisors

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