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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Quarterly reported holdings in Schwab Emerging Markets Equity ETF by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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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