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Schwab Emerging Markets Equity ETF shares owned by WealthPlan Investment Management

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

Historical chart of WealthPlan Investment 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 WealthPlan Investment 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 WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $575k 17k 33.37
2025-06-30 $556k 18k 30.14
2025-03-31 $519k 19k 27.57
2024-12-31 $504k 19k 26.63
2023-09-30 $539k 23k 23.94
2022-12-31 $561k 22k 25.17
2022-09-30 $506k 21k 23.98
2022-03-31 $487k 19k 26.30

More positions owned by WealthPlan Investment Management

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
NVIDIA Corporation (NVDA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Spdr Series Trust Portfolio Agrgte (SPAB)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Core Msci Emkt (IEMG)
Casey's General Stores (CASY)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Wal-Mart Stores (WMT)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for WealthPlan Investment Management

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