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BOS Asset Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

BOS Asset 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
-9,131
Closed -$226K – 171
2023
Q4 		$226K Buy
+9,131
New +$220K 0.16% 141

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Envestnet Asset Management
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Jane Street
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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

BOS Asset Management's SCHE Position: Q1 2024 in Review

BOS Asset Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 9,131 shares — an estimated $226K sold.

BOS Asset Management first reported a position in SCHE in Q4 2023 and held it in 1 quarter. The position peaked at $226K in Q4 2023. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

  • BOS Asset Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • BOS Asset Management sold 9,131 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $226K.
  • BOS Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and held it in 1 quarter.
  • BOS Asset Management's Schwab Emerging Markets Equity ETF position peaked at $226K in Q4 2023.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on BOS Asset Management's 13F filing for Q1 2024, filed 7 May 2024.