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Schwab Emerging Markets Equity ETF shares owned by Lee Financial

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

Historical chart of Lee Financial 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 Lee Financial 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 Lee Financial

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.6M 96k 26.63
2024-09-30 $2.8M 96k 29.18
2024-06-30 $2.6M 96k 26.59
2024-03-31 $2.4M 96k 25.25
2023-12-31 $2.5M 100k 24.79
2023-09-30 $2.4M 101k 23.94
2023-06-30 $2.5M 101k 24.63
2023-03-31 $2.4M 96k 24.52
2022-12-31 $2.2M 93k 23.67
2022-09-30 $2.0M 88k 22.39
2022-06-30 $2.5M 98k 25.38
2022-03-31 $3.5M 127k 27.77
2021-12-31 $4.3M 147k 29.62
2021-09-30 $4.5M 147k 30.48
2021-06-30 $4.8M 147k 32.88
2021-03-31 $4.7M 148k 31.78
2020-12-31 $4.5M 148k 30.65
2020-09-30 $4.1M 155k 26.76
2020-06-30 $3.9M 160k 24.35
2020-03-31 $3.8M 182k 20.69
2019-12-31 $5.0M 184k 27.37
2019-09-30 $4.8M 190k 25.13
2019-06-30 $5.5M 210k 26.24
2019-03-31 $5.6M 216k 26.01
2018-12-31 $4.9M 206k 23.53
2018-09-30 $7.4M 289k 25.71
2018-06-30 $7.5M 289k 25.89
2018-03-31 $8.0M 280k 28.70
2017-12-31 $5.6M 200k 27.94
2017-09-30 $5.1M 190k 26.91
2017-06-30 $3.7M 149k 24.85
2017-03-31 $2.9M 120k 23.97
2016-12-31 $224k 10k 21.59

More positions owned by Lee Financial

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Fundamental Us L (FNDX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr Short Treas Bd (SHV)
Spdr Gold Tr Gold Shs (GLD)
Select Sector Spdr Tr Energy (XLE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Select Divid Etf (DVY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Microsoft Corporation (MSFT)

View all positions for Lee Financial

Top funds holding Schwab Emerging Markets Equity ETF

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

View all funds holding Schwab Emerging Markets Equity ETF