CWAG
SCHE icon

Carlsbad Wealth Advisory Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Carlsbad Wealth Advisory Group’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
2023
Q2 		$602K Buy
+24,430
New +$597K 0.39% 25

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BCIM
Bishop & Co Investment Management Erie, Pennsylvania $292M AUM 14.59% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Carlsbad Wealth Advisory Group's SCHE Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q2 2023: 24,430 shares worth $602K. The stake represents 0.39% of the portfolio and ranks #25 among its holdings.

705 funds tracked by Wall St. Rank hold SCHE as of Q2 2023.

  • Carlsbad Wealth Advisory Group held 24,430 shares of Schwab Emerging Markets Equity ETF worth $602K as of Q2 2023.
  • Schwab Emerging Markets Equity ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
  • Schwab Emerging Markets Equity ETF made up 0.39% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #25 holding.
  • 705 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.