Blue Chip Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Blue Chip Partners’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 Q4	–	Sell	-5,417	Closed	-$158K	–	196
2024 Q3	$158K	Sell	5,417 -14	-0.3%	-$379	0.01%	163
2024 Q2	$144K	Hold	5,431	–	–	0.01%	159
2024 Q1	$137K	Sell	5,431 -1,868	-26%	-$45.9K	0.01%	159
2023 Q4	$181K	Buy	7,299 +246	+3%	+$5.92K	0.02%	145
2023 Q3	$169K	Hold	7,053	–	–	0.02%	144
2023 Q2	$174K	Buy	7,053 +37	+0.5%	+$904	0.02%	153
2023 Q1	$172K	Sell	7,016 -432	-6%	-$10.7K	0.02%	144
2022 Q4	$176K	Buy	+7,448	New	+$173K	0.02%	142

Other funds holding SCHE

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Blue Chip Partners's SCHE Position: Q4 2024 in Review

Blue Chip Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2024, closing a stake of 5,417 shares — an estimated $158K sold.

Blue Chip Partners first reported a position in SCHE in Q4 2022 and held it in 8 quarters. The position peaked at $181K in Q4 2023. 758 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

Blue Chip Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
Blue Chip Partners sold 5,417 Schwab Emerging Markets Equity ETF shares in Q4 2024, an estimated $158K.
Blue Chip Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and held it in 8 quarters.
Blue Chip Partners's Schwab Emerging Markets Equity ETF position peaked at $181K in Q4 2023.
758 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

Based on Blue Chip Partners's 13F filing for Q4 2024, filed 31 Jan 2025.