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

Adams 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
2022
Q2 		– Sell
-527,370
Closed -$14.6M – 73
2022
Q1 		$14.6M Buy
527,370
+32,538
+7% +$942K 4.79% 5
2021
Q4 		$14.7M Buy
494,832
+44,059
+10% +$1.35M 4.3% 6
2021
Q3 		$13.7M Buy
450,773
+93,745
+26% +$2.93M 5.19% 4
2021
Q2 		$11.7M Buy
357,028
+25,563
+8% +$829K 5.01% 4
2021
Q1 		$10.5M Buy
331,465
+85,161
+35% +$2.77M 4.85% 4
2020
Q4 		$7.55M Buy
246,304
+47,450
+24% +$1.38M 4.74% 5
2020
Q3 		$5.32M Buy
198,854
+36,185
+22% +$967K 4.14% 5
2020
Q2 		$3.96M Buy
162,669
+27,428
+20% +$623K 4.05% 4
2020
Q1 		$2.8M Buy
+135,241
New +$3.38M 3.52% 4

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Adams Wealth Management's SCHE Position: Q2 2022 in Review

Adams Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2022, closing a stake of 527,370 shares — an estimated $14.6M sold.

Adams Wealth Management first reported a position in SCHE in Q1 2020 and held it in 9 quarters. The position peaked at $14.7M in Q4 2021. 718 funds tracked by Wall St. Rank hold SCHE as of Q2 2022.

  • Adams Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Adams Wealth Management sold 527,370 Schwab Emerging Markets Equity ETF shares in Q2 2022, an estimated $14.6M.
  • Adams Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and held it in 9 quarters.
  • Adams Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $14.7M in Q4 2021.
  • 718 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2022.

Based on Adams Wealth Management's 13F filing for Q2 2022, filed 20 Jul 2022.