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Able Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Able Wealth Management’s Portfolio SCHE Stock Details SCHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-622
Closed -$15.4K – 474
2023
Q4 		$15.4K Buy
+622
New +$15K 0.01% 229

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Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Able Wealth Management's SCHE Position: Q1 2024 in Review

Able Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 622 shares — an estimated $15.4K sold.

Able Wealth Management first reported a position in SCHE in Q4 2023 and held it in 1 quarter. The position peaked at $15.4K in Q4 2023. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

  • Able Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 622 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $15.4K.
  • Able Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $15.4K in Q4 2023.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.