Schwab International Equity ETF shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Schwab International Equity ETF (SCHF) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Schwab International Equity ETF
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All positions including Schwab International Equity ETF held by Heartwood Wealth Advisors 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 | $653k | 16k | 41.12 |
2024-06-30 | $616k | 16k | 38.42 |
2024-03-31 | $626k | 16k | 39.02 |
2023-12-31 | $722k | 20k | 36.96 |
2023-09-30 | $503k | 15k | 33.96 |
2023-06-30 | $538k | 15k | 35.65 |
2023-03-31 | $525k | 15k | 34.80 |
2022-12-31 | $486k | 15k | 32.21 |
2022-09-30 | $434k | 15k | 28.12 |
2022-06-30 | $369k | 12k | 31.44 |
2022-03-31 | $431k | 12k | 36.72 |
2021-12-31 | $480k | 12k | 38.87 |
2021-09-30 | $478k | 12k | 38.70 |
2021-06-30 | $490k | 12k | 39.43 |
2021-03-31 | $468k | 12k | 37.66 |
2020-12-31 | $483k | 13k | 36.03 |
2020-09-30 | $432k | 14k | 31.40 |
2020-06-30 | $409k | 14k | 29.73 |
2020-03-31 | $271k | 11k | 25.86 |
2019-12-31 | $290k | 8.6k | 33.67 |
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