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Cardinal Strategic Wealth Guidance’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cardinal Strategic Wealth Guidance’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
Q3 		– Sell
-2,444
Closed -$64.9K – 71
2024
Q2 		$64.9K Buy
+2,444
New +$63.7K 0.02% 59

Other funds holding SCHE

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's SCHE Position: Q3 2024 in Review

Cardinal Strategic Wealth Guidance sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2024, closing a stake of 2,444 shares — an estimated $64.9K sold.

Cardinal Strategic Wealth Guidance first reported a position in SCHE in Q2 2024 and held it in 1 quarter. The position peaked at $64.9K in Q2 2024. 727 funds tracked by Wall St. Rank hold SCHE as of Q3 2024.

  • Cardinal Strategic Wealth Guidance reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Cardinal Strategic Wealth Guidance sold 2,444 Schwab Emerging Markets Equity ETF shares in Q3 2024, an estimated $64.9K.
  • Cardinal Strategic Wealth Guidance first reported a position in Schwab Emerging Markets Equity ETF in Q2 2024 and held it in 1 quarter.
  • Cardinal Strategic Wealth Guidance's Schwab Emerging Markets Equity ETF position peaked at $64.9K in Q2 2024.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2024.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q3 2024, filed 29 Oct 2024.