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

Bordeaux 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
2024
Q4 		– Sell
-20,263
Closed -$591K – 170
2024
Q3 		$591K Buy
+20,263
New +$548K 0.11% 77

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HighTower Advisors
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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

Bordeaux Wealth Advisors's SCHE Position: Q4 2024 in Review

Bordeaux Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2024, closing a stake of 20,263 shares — an estimated $591K sold.

Bordeaux Wealth Advisors first reported a position in SCHE in Q3 2024 and held it in 1 quarter. The position peaked at $591K in Q3 2024. 758 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

  • Bordeaux Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 20,263 Schwab Emerging Markets Equity ETF shares in Q4 2024, an estimated $591K.
  • Bordeaux Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2024 and held it in 1 quarter.
  • Bordeaux Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $591K in Q3 2024.
  • 758 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

Based on Bordeaux Wealth Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.