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AJ Wealth Strategies’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

AJ Wealth Strategies’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
-120,430
Closed -$2.7M – 326
2022
Q3 		$2.7M Sell
120,430
-504
-0.4% -$12.5K 0.16% 68
2022
Q2 		$3.07M Buy
120,934
+67,776
+127% +$1.77M 0.16% 65
2022
Q1 		$1.48M Buy
53,158
+44,812
+537% +$1.3M 0.07% 113
2021
Q4 		$247K Sell
8,346
-349
-4% -$10.7K 0.01% 263
2021
Q3 		$265K Hold
8,695
– – 0.01% 251
2021
Q2 		$286K Sell
8,695
-19,037
-69% -$617K 0.02% 233
2021
Q1 		$881K Buy
27,732
+18,102
+188% +$590K 0.06% 123
2020
Q4 		$295K Sell
9,630
-814
-8% -$23.6K 0.03% 195
2020
Q3 		$279K Sell
10,444
-566
-5% -$15.1K 0.03% 171
2020
Q2 		$268K Sell
11,010
-1,848
-14% -$42K 0.03% 165
2020
Q1 		$266K Buy
12,858
+1,494
+13% +$37.4K 0.04% 139
2019
Q4 		$311K Sell
11,364
-900
-7% -$23.7K 0.04% 94
2019
Q3 		$308K Sell
12,264
-8,571
-41% -$218K 0.04% 87
2019
Q2 		$547K Buy
20,835
+8,571
+70% +$222K 0.08% 66
2019
Q1 		$319K Buy
12,264
+276
+2% +$6.99K 0.05% 87
2018
Q4 		$282K Hold
11,988
– – 0.05% 78
2018
Q3 		$308K Hold
11,988
– – 0.06% 81
2018
Q2 		$310K Sell
11,988
-422
-3% -$11.6K 0.06% 76
2018
Q1 		$356K Hold
12,410
– – 0.09% 70
2017
Q4 		$347K Buy
+12,410
New +$342K 0.09% 71

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AJ Wealth Strategies's SCHE Position: Q4 2022 in Review

AJ Wealth Strategies sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 120,430 shares — an estimated $2.7M sold.

AJ Wealth Strategies first reported a position in SCHE in Q4 2017 and held it in 20 quarters. The position peaked at $3.07M in Q2 2022. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

  • AJ Wealth Strategies reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
  • AJ Wealth Strategies sold 120,430 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $2.7M.
  • AJ Wealth Strategies first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 20 quarters.
  • AJ Wealth Strategies's Schwab Emerging Markets Equity ETF position peaked at $3.07M in Q2 2022.
  • 712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on AJ Wealth Strategies's 13F filing for Q4 2022, filed 25 Jan 2023.