Associated Banc-Corp’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Associated Banc-Corp’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	-11,199	Closed	-$276K	–	314
2023 Q2	$276K	Hold	11,199	–	–	0.01%	271
2023 Q1	$275K	Hold	11,199	–	–	0.01%	271
2022 Q4	$265K	Buy	+11,199	New	+$261K	0.01%	274
2021 Q1	–	Sell	-754	Closed	-$23K	–	765
2020 Q4	$23K	Hold	754	–	–	﹤0.01%	424
2020 Q3	$20K	Hold	754	–	–	﹤0.01%	399
2020 Q2	$18K	Buy	754 +20	+3%	+$454	﹤0.01%	392
2020 Q1	$15K	Buy	+734	New	+$18.4K	﹤0.01%	386

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

Associated Banc-Corp's SCHE Position: Q3 2023 in Review

Associated Banc-Corp sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2023, closing a stake of 11,199 shares — an estimated $276K sold.

Associated Banc-Corp first reported a position in SCHE in Q1 2020 and held it in 7 quarters. The position peaked at $276K in Q2 2023. 673 funds tracked by Wall St. Rank hold SCHE as of Q3 2023.

Associated Banc-Corp reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
Associated Banc-Corp sold 11,199 Schwab Emerging Markets Equity ETF shares in Q3 2023, an estimated $276K.
Associated Banc-Corp first reported a position in Schwab Emerging Markets Equity ETF in Q1 2020 and held it in 7 quarters.
Associated Banc-Corp's Schwab Emerging Markets Equity ETF position peaked at $276K in Q2 2023.
673 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2023.

Based on Associated Banc-Corp's 13F filing for Q3 2023, filed 9 Nov 2023.