Baldrige Asset Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Baldrige Asset 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 Q1	$1.26M	Buy	51,564 +3,247	+7%	+$80.5K	0.52%	47
2022 Q4	$1.14M	Sell	48,317 -3,076	-6%	-$71.6K	0.51%	47
2022 Q3	$1.15M	Buy	51,393 +866	+2%	+$21.4K	0.55%	44
2022 Q2	$1.28M	Sell	50,527 -17	-0%	-$444	0.59%	43
2022 Q1	$1.4M	Buy	50,544 +1,443	+3%	+$41.8K	0.57%	45
2021 Q4	$1.45M	Buy	49,101 +1,598	+3%	+$48.8K	0.57%	44
2021 Q3	$1.45M	Buy	47,503 +248	+0.5%	+$7.75K	0.6%	43
2021 Q2	$1.55M	Sell	47,255 -285	-0.6%	-$9.24K	0.67%	36
2021 Q1	$1.51M	Sell	47,540 -1,248	-3%	-$40.6K	0.83%	37
2020 Q4	$1.5M	Buy	48,788 +412	+0.9%	+$11.9K	0.89%	36
2020 Q3	$1.29M	Buy	48,376 +717	+2%	+$19.2K	0.87%	32
2020 Q2	$1.16M	Sell	47,659 -20	-0%	-$454	0.87%	32
2020 Q1	$986K	Buy	47,679 +16,968	+55%	+$424K	0.86%	33
2019 Q4	$841K	Buy	30,711 +1,753	+6%	+$46.2K	0.69%	36
2019 Q3	$728K	Buy	28,958 +967	+3%	+$24.6K	0.65%	36
2019 Q2	$734K	Buy	27,991 +74	+0.3%	+$1.92K	0.68%	38
2019 Q1	$726K	Buy	+27,917	New	+$707K	0.71%	37

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Baldrige Asset Management's SCHE Position: Q1 2023 in Review

Baldrige Asset Management increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 6.7% in Q1 2023, buying an estimated $80.5K and bringing the position to 51,564 shares worth $1.26M. The position accounts for 0.52% of the portfolio, ranked #47.

Baldrige Asset Management first reported a position in SCHE in Q1 2019 and has held it in 17 quarters since. The position peaked at $1.55M in Q2 2021. 694 funds tracked by Wall St. Rank hold SCHE as of Q1 2023.

Baldrige Asset Management held 51,564 shares of Schwab Emerging Markets Equity ETF worth $1.26M as of Q1 2023.
Baldrige Asset Management bought 3,247 Schwab Emerging Markets Equity ETF shares in Q1 2023, an estimated $80.5K.
Schwab Emerging Markets Equity ETF made up 0.52% of Baldrige Asset Management's portfolio in Q1 2023, its #47 holding.
Baldrige Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and has held it in 17 quarters since.
Baldrige Asset Management's Schwab Emerging Markets Equity ETF position peaked at $1.55M in Q2 2021.
694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2023.

Based on Baldrige Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.