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Biltmore Family Office’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Biltmore Family Office’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
Q4 		– Sell
-1,181
Closed -$28.3K – 245
2023
Q3 		$28.3K Buy
+1,181
New +$29.3K 0.01% 205
2023
Q2 		– Sell
-18,113
Closed -$444K – 260
2023
Q1 		$444K Buy
18,113
+869
+5% +$21.5K 0.09% 137
2022
Q4 		$408K Buy
+17,244
New +$401K 0.08% 149

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 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

Biltmore Family Office's SCHE Position: Q4 2023 in Review

Biltmore Family Office sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2023, closing a stake of 1,181 shares — an estimated $28.3K sold.

Biltmore Family Office first reported a position in SCHE in Q4 2022 and held it in 3 quarters. The position peaked at $444K in Q1 2023. 736 funds tracked by Wall St. Rank hold SCHE as of Q4 2023.

  • Biltmore Family Office reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Biltmore Family Office sold 1,181 Schwab Emerging Markets Equity ETF shares in Q4 2023, an estimated $28.3K.
  • Biltmore Family Office first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and held it in 3 quarters.
  • Biltmore Family Office's Schwab Emerging Markets Equity ETF position peaked at $444K in Q1 2023.
  • 736 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2023.

Based on Biltmore Family Office's 13F filing for Q4 2023, filed 14 Feb 2024.