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

Bell Rock 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
2022
Q3 		– Sell
-32,663
Closed -$829K – 107
2022
Q2 		$829K Buy
+32,663
New +$853K 0.64% 11

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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

Bell Rock Capital's SCHE Position: Q3 2022 in Review

Bell Rock Capital sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 32,663 shares — an estimated $829K sold.

Bell Rock Capital first reported a position in SCHE in Q2 2022 and held it in 1 quarter. The position peaked at $829K in Q2 2022. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

  • Bell Rock Capital reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Bell Rock Capital sold 32,663 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $829K.
  • Bell Rock Capital first reported a position in Schwab Emerging Markets Equity ETF in Q2 2022 and held it in 1 quarter.
  • Bell Rock Capital's Schwab Emerging Markets Equity ETF position peaked at $829K in Q2 2022.
  • 676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Bell Rock Capital's 13F filing for Q3 2022, filed 28 Oct 2022.