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Schwab Emerging Markets Equity ETF shares owned by Up Strategic Wealth Investment Advisors

Quarter-by-quarter ownership of Schwab Emerging Markets Equity ETF (SCHE) shares owned by Up Strategic Wealth Investment Advisors from 13F filings

Historical chart of Up Strategic Wealth Investment Advisors 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 Up Strategic Wealth Investment Advisors 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 Up Strategic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 76k 33.49
2025-06-30 $2.3M 76k 30.14
2025-03-31 $1.9M 69k 27.57

More positions owned by Up Strategic Wealth Investment Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Rus 1000 Etf (IWB)
NVIDIA Corporation (NVDA)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
JPMorgan Chase & Co. (JPM)
Broadcom (AVGO)
Meta Platforms Cl A (META)

View all positions for Up Strategic Wealth Investment Advisors

Top funds holding Schwab Emerging Markets Equity ETF

Creative Planning
Financial Engines Advisors L.L.C
HighTower Advisors
Us Bancorp
SageView Advisory Group
Northwestern Mutual Wealth Management Company
Rakuten Investment Management
Wealth Enhancement Advisory Services
Morgan Stanley
Mather Group
Rebalance
Orgel Wealth Management
Sontag Advisory
Moneta Group Investment Advisors
Krilogy Financial

View all funds holding Schwab Emerging Markets Equity ETF