Burton Enright Welch’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Burton Enright Welch’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 Q4	–	Sell	-10,578	Closed	-$237K	–	66
2022 Q3	$237K	Sell	10,578 -8,118	-43%	-$201K	0.12%	54
2022 Q2	$474K	Sell	18,696 -4,009	-18%	-$105K	0.29%	39
2022 Q1	$631K	Sell	22,705 -2,666	-11%	-$77.2K	0.35%	35
2021 Q4	$751K	Buy	+25,371	New	+$775K	0.5%	27

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Burton Enright Welch's SCHE Position: Q4 2022 in Review

Burton Enright Welch sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 10,578 shares — an estimated $237K sold.

Burton Enright Welch first reported a position in SCHE in Q4 2021 and held it in 4 quarters. The position peaked at $751K in Q4 2021. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

Burton Enright Welch reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
Burton Enright Welch sold 10,578 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $237K.
Burton Enright Welch first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 4 quarters.
Burton Enright Welch's Schwab Emerging Markets Equity ETF position peaked at $751K in Q4 2021.
712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on Burton Enright Welch's 13F filing for Q4 2022, filed 9 Mar 2026.