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Blue Zone Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Blue Zone Wealth 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
Q1 		– Sell
-17,838
Closed -$528K – 108
2021
Q4 		$528K Hold
17,838
– – 0.17% 71
2021
Q3 		$544K Buy
+17,838
New +$557K 0.19% 74

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Blue Zone Wealth Advisors's SCHE Position: Q1 2022 in Review

Blue Zone Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2022, closing a stake of 17,838 shares — an estimated $528K sold.

Blue Zone Wealth Advisors first reported a position in SCHE in Q3 2021 and held it in 2 quarters. The position peaked at $544K in Q3 2021. 717 funds tracked by Wall St. Rank hold SCHE as of Q1 2022.

  • Blue Zone Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 17,838 Schwab Emerging Markets Equity ETF shares in Q1 2022, an estimated $528K.
  • Blue Zone Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2021 and held it in 2 quarters.
  • Blue Zone Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $544K in Q3 2021.
  • 717 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2022.

Based on Blue Zone Wealth Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.