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Baltimore-Washington Financial Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Baltimore-Washington Financial Advisors’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
2022
Q2 		– Sell
-156
Closed -$2.02M – 147
2022
Q1 		$2.02M Buy
+156
New +$4.51K 0.2% 88

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Baltimore-Washington Financial Advisors's SCHE Position: Q2 2022 in Review

Baltimore-Washington Financial Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2022, closing a stake of 156 shares — an estimated $2.02M sold.

Baltimore-Washington Financial Advisors first reported a position in SCHE in Q1 2022 and held it in 1 quarter. The position peaked at $2.02M in Q1 2022. 718 funds tracked by Wall St. Rank hold SCHE as of Q2 2022.

  • Baltimore-Washington Financial Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 156 Schwab Emerging Markets Equity ETF shares in Q2 2022, an estimated $2.02M.
  • Baltimore-Washington Financial Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2022 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Schwab Emerging Markets Equity ETF position peaked at $2.02M in Q1 2022.
  • 718 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.