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BKM Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

BKM Wealth Management’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
Q1 		– Sell
-1,845
Closed -$45.7K – 486
2023
Q4 		$45.7K Buy
+1,845
New +$44.4K 0.02% 265

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Envestnet Asset Management
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BKM Wealth Management's SCHE Position: Q1 2024 in Review

BKM Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 1,845 shares — an estimated $45.7K sold.

BKM Wealth Management first reported a position in SCHE in Q4 2023 and held it in 1 quarter. The position peaked at $45.7K in Q4 2023. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

  • BKM Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 1,845 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $45.7K.
  • BKM Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $45.7K in Q4 2023.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.