Acima Private Wealth’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Acima Private Wealth’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
2022 Q4	–	Sell	-1,451	Closed	-$32.5K	–	229
2022 Q3	$32.5K	Sell	1,451 -247	-15%	-$6.1K	0.02%	171
2022 Q2	$43.1K	Hold	1,698	–	–	0.02%	164
2022 Q1	$47K	Sell	1,698 -69	-4%	-$2K	0.02%	169
2021 Q4	$52K	Hold	1,767	–	–	0.02%	170
2021 Q3	$54K	Buy	1,767 +1,451	+459%	+$45.3K	0.02%	162
2021 Q2	$10K	Hold	316	–	–	﹤0.01%	203
2021 Q1	$10K	Hold	316	–	–	﹤0.01%	201
2020 Q4	$10K	Buy	+316	New	+$9.16K	0.01%	203

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Acima Private Wealth's SCHE Position: Q4 2022 in Review

Acima Private Wealth sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 1,451 shares — an estimated $32.5K sold.

Acima Private Wealth first reported a position in SCHE in Q4 2020 and held it in 8 quarters. The position peaked at $54K in Q3 2021. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

Acima Private Wealth reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
Acima Private Wealth sold 1,451 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $32.5K.
Acima Private Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 8 quarters.
Acima Private Wealth's Schwab Emerging Markets Equity ETF position peaked at $54K in Q3 2021.
712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on Acima Private Wealth's 13F filing for Q4 2022, filed 29 Feb 2024.