Monticello Wealth Management »

Schwab International Equity ETF shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of Schwab International Equity ETF (SCHF) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in Schwab International Equity ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab International Equity ETF held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab International Equity ETF by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8M 77k 36.96
2023-09-30 $2.7M 79k 33.96
2023-06-30 $2.7M 76k 35.65
2023-03-31 $2.4M 75k 32.21
2022-12-31 $2.4M 75k 32.21
2022-09-30 $2.1M 76k 28.14
2022-06-30 $2.2M 69k 31.45
2022-03-31 $2.5M 68k 36.72
2021-12-31 $2.6M 67k 38.86
2021-09-30 $2.6M 67k 38.70
2021-06-30 $2.6M 66k 39.45
2021-03-31 $2.5M 66k 37.62
2020-12-31 $2.4M 66k 36.01