Rockbridge Investment Management, LCC »

Schwab Emerging Markets Equity ETF shares owned by Rockbridge Investment Management, LCC

Quarter-by-quarter ownership of Schwab Emerging Markets Equity ETF (SCHE) shares owned by Rockbridge Investment Management, LCC from 13F filings

Historical chart of Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC 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 Rockbridge Investment Management, LCC

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.7M 230k 24.79
2021-12-31 $9.7M 327k 29.62
2021-09-30 $9.3M 307k 30.48
2021-06-30 $10M 306k 32.88
2021-03-31 $9.5M 298k 31.78
2020-12-31 $9.4M 307k 30.65
2020-09-30 $8.4M 315k 26.76
2020-06-30 $8.2M 336k 24.35

More positions owned by Rockbridge Investment Management, LCC

Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Cre U S Reit Etf (USRT)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Ishares Core Msci Emkt (IEMG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)

View all positions for Rockbridge Investment Management, LCC

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
McAdam
Mariner Wealth Advisors

View all funds holding Schwab Emerging Markets Equity ETF