AWA
SCHE icon

Amplius Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Amplius Wealth Advisors’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
Q3 		– Sell
-8,546
Closed -$216K – 172
2022
Q2 		$216K Buy
+8,546
New +$223K 0.03% 154

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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Amplius Wealth Advisors's SCHE Position: Q3 2022 in Review

Amplius Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 8,546 shares — an estimated $216K sold.

Amplius Wealth Advisors first reported a position in SCHE in Q2 2022 and held it in 1 quarter. The position peaked at $216K in Q2 2022. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

  • Amplius Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 8,546 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $216K.
  • Amplius Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q2 2022 and held it in 1 quarter.
  • Amplius Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $216K in Q2 2022.
  • 676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Amplius Wealth Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.