Shakespeare Wealth Management »

Schwab International Equity ETF shares owned by Shakespeare Wealth Management

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

Historical chart of Shakespeare 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 Shakespeare 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 Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $220k 6.5k 33.96
2023-06-30 $231k 6.5k 35.65
2023-03-31 $225k 6.5k 34.80
2022-12-31 $209k 6.5k 32.21

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Wisdomtree LC Value Intl Equity Fd (DWM)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
Vanguard SC Value Sm Cp Val Etf (VBR)
Wisdomtree SC Value Intl Smcap Div (DLS)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
SPDR S&P 400 Mid Cap S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap S&P 600 SMCP GRW (SLYG)
Nasdaq 100 Equal Weight SHS (QQEW)
Schwab Fundamental US Schwab Fdt Us Lg (FNDX)

View all positions for Shakespeare Wealth Management

Top funds holding Schwab International Equity ETF

Empower Advisory Group
Charles Schwab Investment Advisory
Wealthfront Advisers
Charles Schwab Investment Management
HPM Partners
Creative Planning
Betterment
CI Private Wealth
SCS Capital Management
Mercer Global Advisors
HighTower Advisors
Sontag Advisory
Mariner Wealth Advisors
Steele Capital Management
Wealth Enhancement Advisory Services

View all funds holding Schwab International Equity ETF