Schwab Emerging Markets Equity ETF shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Schwab Emerging Markets Equity ETF (SCHE) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Schwab Emerging Markets Equity ETF
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All positions including Schwab Emerging Markets Equity ETF held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $15M | 525k | 29.18 |
2024-06-30 | $14M | 511k | 26.56 |
2024-03-31 | $12M | 477k | 25.25 |
2023-12-31 | $11M | 459k | 24.79 |
2023-09-30 | $11M | 448k | 23.94 |
2023-06-30 | $10M | 417k | 24.63 |
2023-03-31 | $9.6M | 392k | 24.52 |
2022-12-31 | $8.2M | 347k | 23.67 |
2022-09-30 | $7.3M | 327k | 22.40 |
2022-06-30 | $8.2M | 322k | 25.38 |
2022-03-31 | $8.1M | 290k | 27.77 |
2021-12-31 | $8.2M | 279k | 29.62 |
2021-09-30 | $7.5M | 247k | 30.48 |
2021-06-30 | $7.5M | 229k | 32.88 |
2021-03-31 | $7.2M | 226k | 31.78 |
2020-12-31 | $6.5M | 212k | 30.65 |
2020-09-30 | $5.6M | 207k | 26.76 |
2020-06-30 | $5.0M | 205k | 24.35 |
2020-03-31 | $4.0M | 193k | 20.69 |
2019-12-31 | $7.5M | 273k | 27.37 |
2019-09-30 | $267k | 11k | 25.11 |
2019-06-30 | $379k | 14k | 26.23 |
2019-03-31 | $376k | 14k | 26.02 |
2018-12-31 | $348k | 15k | 23.51 |
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