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

Aspire 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
2023 Q3	–	Sell	-6,566	Closed	-$162K	–	193
2023 Q2	$162K	Hold	6,566	–	–	0.12%	95
2023 Q1	$161K	Hold	6,566	–	–	0.13%	92
2022 Q4	$155K	Hold	6,566	–	–	0.14%	96
2022 Q3	$147K	Buy	+6,566	New	+$162K	0.14%	88

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Aspire Wealth Management's SCHE Position: Q3 2023 in Review

Aspire Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2023, closing a stake of 6,566 shares — an estimated $162K sold.

Aspire Wealth Management first reported a position in SCHE in Q3 2022 and held it in 4 quarters. The position peaked at $162K in Q2 2023. 673 funds tracked by Wall St. Rank hold SCHE as of Q3 2023.

Aspire Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
Aspire Wealth Management sold 6,566 Schwab Emerging Markets Equity ETF shares in Q3 2023, an estimated $162K.
Aspire Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2022 and held it in 4 quarters.
Aspire Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $162K in Q2 2023.
673 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2023.

Based on Aspire Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.