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Annis Gardner Whiting Capital Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Annis Gardner Whiting Capital 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
2024
Q1 		– Sell
-19
Closed -$473 – 964
2023
Q4 		$473 Buy
+19
New +$457 ﹤0.01% 685

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Envestnet Asset Management
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
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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

Annis Gardner Whiting Capital Advisors's SCHE Position: Q1 2024 in Review

Annis Gardner Whiting Capital Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 19 shares — an estimated $473 sold.

Annis Gardner Whiting Capital Advisors first reported a position in SCHE in Q4 2023 and held it in 1 quarter. The position peaked at $473 in Q4 2023. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

  • Annis Gardner Whiting Capital Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 19 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $473.
  • Annis Gardner Whiting Capital Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and held it in 1 quarter.
  • Annis Gardner Whiting Capital Advisors's Schwab Emerging Markets Equity ETF position peaked at $473 in Q4 2023.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2024, filed 13 May 2024.