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Schwab Emerging Markets Equity ETF shares owned by OptiFour Integrated Wealth Management

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

Historical chart of OptiFour Integrated Wealth Management 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 OptiFour Integrated Wealth Management 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 OptiFour Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2019-12-31 $1.8M 65k 27.37
2019-09-30 $1.7M 67k 25.13
2019-06-30 $1.8M 67k 26.24
2019-03-31 $1.8M 68k 26.01
2018-12-31 $1.6M 68k 23.53
2018-09-30 $1.6M 63k 25.71
2018-06-30 $1.6M 62k 25.89
2018-03-31 $1.8M 62k 28.70
2017-12-31 $1.7M 62k 27.94

More positions owned by OptiFour Integrated Wealth Management

iShares S&P 1500 Index Fund (ITOT)
Schwab U S Broad Market ETF (SCHB)
Vanguard Total Stock Market ETF (VTI)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Ishares Core Intl Stock Etf core (IXUS)
iShares Lehman Aggregate Bond (AGG)
SPDR Barclays Capital TIPS (SPIP)
Ishares Tr fltg rate nt (FLOT)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Ishares Tr Global Reit Etf (REET)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Schwab International Equity ETF (SCHF)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Schwab Strategic Tr us aggregate b (SCHZ)
Alamo (ALG)

View all positions for OptiFour Integrated Wealth Management

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