AWM
SCHE icon

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

Aries 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
-134,993
Closed -$3.75M – 216
2022
Q1 		$3.75M Buy
+134,993
New +$3.91M 1.62% 25

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 $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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

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

Aries Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2022, closing a stake of 134,993 shares — an estimated $3.75M sold.

Aries Wealth Management first reported a position in SCHE in Q1 2022 and held it in 1 quarter. The position peaked at $3.75M in Q1 2022. 719 funds tracked by Wall St. Rank hold SCHE as of Q2 2022.

  • Aries Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Aries Wealth Management sold 134,993 Schwab Emerging Markets Equity ETF shares in Q2 2022, an estimated $3.75M.
  • Aries Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2022 and held it in 1 quarter.
  • Aries Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $3.75M in Q1 2022.
  • 719 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2022.

Based on Aries Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.