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Bigelow Investment Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Bigelow Investment 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
Q4 		– Sell
-12,812
Closed -$287K – 147
2022
Q3 		$287K Sell
12,812
-866
-6% -$21.4K 0.17% 119
2022
Q2 		$347K Sell
13,678
-229
-2% -$5.98K 0.19% 114
2022
Q1 		$386K Buy
13,907
+2,608
+23% +$75.5K 0.18% 113
2021
Q4 		$335K Buy
11,299
+1,341
+13% +$41K 0.15% 116
2021
Q3 		$304K Sell
9,958
-4,999
-33% -$156K 0.15% 118
2021
Q2 		$492K Hold
14,957
– – 0.24% 100
2021
Q1 		$475K Buy
14,957
+50
+0.3% +$1.63K 0.24% 98
2020
Q4 		$457K Buy
14,907
+19
+0.1% +$551 0.24% 97
2020
Q3 		$398K Sell
14,888
-447
-3% -$11.9K 0.24% 101
2020
Q2 		$373K Sell
15,335
-7,860
-34% -$179K 0.24% 103
2020
Q1 		$480K Sell
23,195
-11,057
-32% -$277K 0.36% 75
2019
Q4 		$937K Buy
34,252
+460
+1% +$12.1K 0.55% 50
2019
Q3 		$849K Sell
33,792
-1,388
-4% -$35.3K 0.54% 53
2019
Q2 		$923K Sell
35,180
-1,458
-4% -$37.8K 0.62% 46
2019
Q1 		$953K Buy
36,638
+91
+0.2% +$2.31K 0.66% 40
2018
Q4 		$860K Buy
36,547
+784
+2% +$19K 0.64% 41
2018
Q3 		$919K Sell
35,763
-3,274
-8% -$84.8K 0.62% 48
2018
Q2 		$1.01M Buy
39,037
+1,022
+3% +$28.1K 0.69% 41
2018
Q1 		$1.09M Buy
38,015
+493
+1% +$14.4K 0.74% 34
2017
Q4 		$1.05M Buy
+37,522
New +$1.03M 1.04% 21

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 $147B AUM 18.73% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Bigelow Investment Advisors's SCHE Position: Q4 2022 in Review

Bigelow Investment Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 12,812 shares — an estimated $287K sold.

Bigelow Investment Advisors first reported a position in SCHE in Q4 2017 and held it in 20 quarters. The position peaked at $1.09M in Q1 2018. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

  • Bigelow Investment Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Bigelow Investment Advisors sold 12,812 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $287K.
  • Bigelow Investment Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and held it in 20 quarters.
  • Bigelow Investment Advisors's Schwab Emerging Markets Equity ETF position peaked at $1.09M in Q1 2018.
  • 712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on Bigelow Investment Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.