Heartwood Wealth Advisors »

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

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

Quarterly reported holdings in Schwab Emerging Markets Equity ETF by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
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)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Heartwood Wealth Advisors

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
Mariner Wealth Advisors
McAdam

View all funds holding Schwab Emerging Markets Equity ETF