BWP
SCHE icon

Baldwin Wealth Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-4,055
Closed -$118K – 856
2024
Q3 		$118K Hold
4,055
– – 0.01% 399
2024
Q2 		$108K Hold
4,055
– – 0.01% 253
2024
Q1 		$102K Hold
4,055
– – 0.01% 272
2023
Q4 		$101K Sell
4,055
-575
-12% -$13.8K 0.01% 277
2023
Q3 		$111K Hold
4,630
– – 0.01% 289
2023
Q2 		$114K Sell
4,630
-720
-13% -$17.6K 0.01% 303
2023
Q1 		$131K Hold
5,350
– – 0.01% 288
2022
Q4 		$127K Hold
5,350
– – 0.01% 287
2022
Q3 		$120K Hold
5,350
– – 0.02% 220
2022
Q2 		$136K Hold
5,350
– – 0.02% 224
2022
Q1 		$149K Hold
5,350
– – 0.02% 235
2021
Q4 		$158K Hold
5,350
– – 0.02% 220
2021
Q3 		$163K Hold
5,350
– – 0.02% 217
2021
Q2 		$176K Buy
5,350
+50
+0.9% +$1.62K 0.02% 211
2021
Q1 		$168K Buy
5,300
+310
+6% +$10.1K 0.02% 203
2020
Q4 		$153K Sell
4,990
-500
-9% -$14.5K 0.02% 203
2020
Q3 		$147K Sell
5,490
-1,195
-18% -$31.9K 0.02% 186
2020
Q2 		$163K Sell
6,685
-1,990
-23% -$45.2K 0.02% 168
2020
Q1 		$179K Buy
8,675
+675
+8% +$16.9K 0.03% 152
2019
Q4 		$219K Buy
8,000
+75
+0.9% +$1.98K 0.03% 172
2019
Q3 		$199K Sell
7,925
-10,815
-58% -$275K 0.03% 172
2019
Q2 		$492K Sell
18,740
-1,516
-7% -$39.3K 0.07% 122
2019
Q1 		$527K Buy
20,256
+3,120
+18% +$79.1K 0.08% 122
2018
Q4 		$403K Sell
17,136
-1,000
-6% -$24.2K 0.07% 133
2018
Q3 		$466K Sell
18,136
-6,050
-25% -$157K 0.07% 133
2018
Q2 		$626K Buy
24,186
+1,640
+7% +$45.1K 0.1% 107
2018
Q1 		$647K Buy
22,546
+13,156
+140% +$385K 0.1% 104
2017
Q4 		$262K Buy
9,390
+75
+0.8% +$2.07K 0.04% 178
2017
Q3 		$251K Buy
9,315
+1,555
+20% +$41.2K 0.04% 173
2017
Q2 		$193K Buy
+7,760
New +$191K 0.03% 188

Other funds holding SCHE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Baldwin Wealth Partners's SCHE Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2024, closing a stake of 4,055 shares — an estimated $118K sold.

Baldwin Wealth Partners first reported a position in SCHE in Q2 2017 and held it in 30 quarters. The position peaked at $647K in Q1 2018. 758 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 4,055 Schwab Emerging Markets Equity ETF shares in Q4 2024, an estimated $118K.
  • Baldwin Wealth Partners first reported a position in Schwab Emerging Markets Equity ETF in Q2 2017 and held it in 30 quarters.
  • Baldwin Wealth Partners's Schwab Emerging Markets Equity ETF position peaked at $647K in Q1 2018.
  • 758 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.