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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Quarterly reported holdings in Schwab International Equity ETF by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 56k | 23.28 |
| 2025-06-30 | $1.2M | 52k | 22.10 |
| 2025-03-31 | $593k | 30k | 19.78 |
| 2024-12-31 | $564k | 31k | 18.50 |
| 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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