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Boyce & Associates Wealth Consulting’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Boyce & Associates Wealth Consulting’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
Q2 		– Sell
-19,921
Closed -$553K – 54
2022
Q1 		$553K Buy
+19,921
New +$577K 0.83% 25

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Creative Planning
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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Boyce & Associates Wealth Consulting's SCHE Position: Q2 2022 in Review

Boyce & Associates Wealth Consulting sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2022, closing a stake of 19,921 shares — an estimated $553K sold.

Boyce & Associates Wealth Consulting first reported a position in SCHE in Q1 2022 and held it in 1 quarter. The position peaked at $553K in Q1 2022. 718 funds tracked by Wall St. Rank hold SCHE as of Q2 2022.

  • Boyce & Associates Wealth Consulting reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 19,921 Schwab Emerging Markets Equity ETF shares in Q2 2022, an estimated $553K.
  • Boyce & Associates Wealth Consulting first reported a position in Schwab Emerging Markets Equity ETF in Q1 2022 and held it in 1 quarter.
  • Boyce & Associates Wealth Consulting's Schwab Emerging Markets Equity ETF position peaked at $553K in Q1 2022.
  • 718 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2022.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2022, filed 11 Jul 2022.