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Schwab Emerging Markets Equity ETF shares owned by Summit Financial Strategies

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

Historical chart of Summit Financial Strategies 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 Summit Financial Strategies 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 Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $417k 14k 29.18
2024-06-30 $400k 15k 26.56
2024-03-31 $381k 15k 25.25
2023-09-30 $359k 15k 23.94
2023-06-30 $387k 16k 24.63
2023-03-31 $382k 16k 24.52
2022-12-31 $407k 17k 23.67
2022-09-30 $345k 15k 22.40
2022-06-30 $419k 17k 25.40
2022-03-31 $447k 16k 27.76
2021-12-31 $450k 15k 29.62
2021-09-30 $468k 15k 30.46
2021-06-30 $504k 15k 32.89
2021-03-31 $368k 12k 31.81
2020-12-31 $371k 12k 30.65
2020-09-30 $324k 12k 26.75
2020-06-30 $295k 12k 24.32
2019-12-31 $216k 7.9k 27.36
2019-06-30 $221k 8.4k 26.20
2019-03-31 $218k 8.4k 26.04
2018-09-30 $205k 8.0k 25.70
2018-06-30 $203k 7.8k 25.89
2018-03-31 $224k 7.8k 28.74
2017-12-31 $223k 8.0k 27.88
2017-09-30 $219k 8.1k 26.88
2017-06-30 $336k 14k 24.88
2017-03-31 $201k 8.4k 24.00
2016-06-30 $220k 10k 21.32
2016-03-31 $220k 11k 20.73
2015-12-31 $265k 14k 19.48
2015-09-30 $241k 12k 20.22

More positions owned by Summit Financial Strategies

Dimensional Etf Trust Intl Core Equity (DFIC)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Packaging Corporation of America (PKG)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Global Real Est (DFGR)
Apple (AAPL)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Summit Financial Strategies

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