Schwab Emerging Markets Equity ETF shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Schwab Emerging Markets Equity ETF (SCHE) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Schwab Emerging Markets Equity ETF
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All positions including Schwab Emerging Markets Equity ETF held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $6.4M | 243k | 26.56 |
2024-03-31 | $6.4M | 255k | 25.25 |
2023-12-31 | $6.3M | 254k | 24.79 |
2023-09-30 | $6.2M | 258k | 23.94 |
2023-06-30 | $6.8M | 276k | 24.63 |
2023-03-31 | $6.9M | 281k | 24.52 |
2022-12-31 | $9.9M | 420k | 23.67 |
2022-09-30 | $9.2M | 413k | 22.40 |
2022-06-30 | $11M | 414k | 25.38 |
2022-03-31 | $13M | 449k | 27.77 |
2021-12-31 | $15M | 511k | 29.62 |
2021-09-30 | $21M | 672k | 30.48 |
2021-06-30 | $21M | 638k | 32.88 |
2021-03-31 | $20M | 625k | 31.78 |
2020-12-31 | $20M | 662k | 30.65 |
2020-09-30 | $18M | 659k | 26.78 |
2020-06-30 | $16M | 645k | 24.35 |
2020-03-31 | $12M | 589k | 20.69 |
2019-12-31 | $17M | 637k | 27.37 |
2019-09-30 | $15M | 600k | 25.13 |
2019-06-30 | $11M | 425k | 26.24 |
2019-03-31 | $11M | 404k | 26.01 |
2018-12-31 | $8.6M | 364k | 23.53 |
2018-09-30 | $8.2M | 318k | 25.71 |
2018-06-30 | $6.1M | 234k | 25.89 |
2018-03-31 | $5.6M | 196k | 28.70 |
2017-12-31 | $4.4M | 157k | 27.94 |
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