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Bruce G. Allen Investments’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Bruce G. Allen Investments’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
-31
Closed -$905 – 1138
2024
Q3 		$905 Hold
31
– – ﹤0.01% 840
2024
Q2 		$823 Sell
31
-540
-95% -$14.1K ﹤0.01% 795
2024
Q1 		$14.4K Sell
571
-150
-21% -$3.69K 0.01% 415
2023
Q4 		$17.9K Buy
+721
New +$17.3K 0.02% 387

Other funds holding SCHE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
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

Bruce G. Allen Investments's SCHE Position: Q4 2024 in Review

Bruce G. Allen Investments sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2024, closing a stake of 31 shares — an estimated $905 sold.

Bruce G. Allen Investments first reported a position in SCHE in Q4 2023 and held it in 4 quarters. The position peaked at $17.9K in Q4 2023. 758 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

  • Bruce G. Allen Investments reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Bruce G. Allen Investments sold 31 Schwab Emerging Markets Equity ETF shares in Q4 2024, an estimated $905.
  • Bruce G. Allen Investments first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and held it in 4 quarters.
  • Bruce G. Allen Investments's Schwab Emerging Markets Equity ETF position peaked at $17.9K in Q4 2023.
  • 758 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

Based on Bruce G. Allen Investments's 13F filing for Q4 2024, filed 10 Jan 2025.