AWA
SCHE icon

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

Aquire 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
Q1 		– Sell
-2,422
Closed -$72K – 201
2021
Q4 		$72K Buy
+2,422
New +$74K 0.04% 79

Other funds holding SCHE

Charles Schwab Investment Advisory
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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Aquire Wealth Advisors's SCHE Position: Q1 2022 in Review

Aquire Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2022, closing a stake of 2,422 shares — an estimated $72K sold.

Aquire Wealth Advisors first reported a position in SCHE in Q4 2021 and held it in 1 quarter. The position peaked at $72K in Q4 2021. 718 funds tracked by Wall St. Rank hold SCHE as of Q1 2022.

  • Aquire Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Aquire Wealth Advisors sold 2,422 Schwab Emerging Markets Equity ETF shares in Q1 2022, an estimated $72K.
  • Aquire Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 1 quarter.
  • Aquire Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $72K in Q4 2021.
  • 718 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2022.

Based on Aquire Wealth Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.