AC
SCHE icon

AWM Capital’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

AWM Capital’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
Q2 		– Sell
-13,913
Closed -$341K – 75
2023
Q1 		$341K Buy
+13,913
New +$345K 0.1% 61

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

AWM Capital's SCHE Position: Q2 2023 in Review

AWM Capital sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2023, closing a stake of 13,913 shares — an estimated $341K sold.

AWM Capital first reported a position in SCHE in Q1 2023 and held it in 1 quarter. The position peaked at $341K in Q1 2023. 704 funds tracked by Wall St. Rank hold SCHE as of Q2 2023.

  • AWM Capital reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2023 after selling out during the quarter.
  • AWM Capital sold 13,913 Schwab Emerging Markets Equity ETF shares in Q2 2023, an estimated $341K.
  • AWM Capital first reported a position in Schwab Emerging Markets Equity ETF in Q1 2023 and held it in 1 quarter.
  • AWM Capital's Schwab Emerging Markets Equity ETF position peaked at $341K in Q1 2023.
  • 704 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2023.

Based on AWM Capital's 13F filing for Q2 2023, filed 13 Sep 2023.