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Carmichael Hill & Associates’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Carmichael Hill & Associates’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 		$1.64M Buy
56,131
+307
+0.5% +$8.31K 0.58% 38
2024
Q2 		$1.48M Sell
55,824
-2,736
-5% -$71.3K 0.58% 39
2024
Q1 		$1.48M Buy
58,560
+599
+1% +$14.7K 0.58% 37
2023
Q4 		$1.44M Buy
57,961
+4,436
+8% +$107K 0.6% 38
2023
Q3 		$1.28M Buy
53,525
+1,757
+3% +$43.5K 0.59% 39
2023
Q2 		$1.28M Buy
51,768
+1,175
+2% +$28.7K 0.57% 40
2023
Q1 		$1.24M Buy
50,593
+2,359
+5% +$58.4K 0.6% 42
2022
Q4 		$1.14M Buy
48,234
+6,893
+17% +$160K 0.59% 39
2022
Q3 		$926K Buy
41,341
+3,675
+10% +$90.8K 0.5% 48
2022
Q2 		$956K Buy
37,666
+349
+0.9% +$9.12K 0.5% 45
2022
Q1 		$1.04M Buy
37,317
+4,730
+15% +$137K 0.48% 45
2021
Q4 		$965K Buy
32,587
+320
+1% +$9.78K 0.43% 49
2021
Q3 		$983K Buy
32,267
+296
+0.9% +$9.25K 0.49% 45
2021
Q2 		$1.05M Buy
31,971
+269
+0.8% +$8.72K 0.53% 44
2021
Q1 		$1.01M Buy
31,702
+1,476
+5% +$48.1K 0.55% 43
2020
Q4 		$926K Sell
30,226
-18
-0.1% -$522 0.55% 44
2020
Q3 		$809K Sell
30,244
-1,088
-3% -$29.1K 0.54% 46
2020
Q2 		$763K Sell
31,332
-2,451
-7% -$55.7K 0.56% 43
2020
Q1 		$699K Sell
33,783
-121
-0.4% -$3.03K 0.61% 43
2019
Q4 		$928K Buy
33,904
+671
+2% +$17.7K 0.66% 39
2019
Q3 		$835K Buy
33,233
+846
+3% +$21.5K 0.82% 37
2019
Q2 		$850K Buy
32,387
+1,647
+5% +$42.7K 0.84% 37
2019
Q1 		$800K Buy
30,740
+2,305
+8% +$58.4K 0.83% 38
2018
Q4 		$669K Sell
28,435
-2,162
-7% -$52.4K 0.76% 40
2018
Q3 		$787K Buy
30,597
+1,841
+6% +$47.7K 0.76% 40
2018
Q2 		$744K Buy
28,756
+1,439
+5% +$39.6K 0.8% 38
2018
Q1 		$784K Buy
27,317
+6,256
+30% +$183K 0.86% 38
2017
Q4 		$588K Buy
+21,061
New +$581K 0.64% 48

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

Carmichael Hill & Associates's SCHE Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 0.55% in Q3 2024, buying an estimated $8.31K and bringing the position to 56,131 shares worth $1.64M. The position accounts for 0.58% of the portfolio, ranked #38.

Carmichael Hill & Associates first reported a position in SCHE in Q4 2017 and has held it in 28 quarters since. 727 funds tracked by Wall St. Rank hold SCHE as of Q3 2024.

  • Carmichael Hill & Associates held 56,131 shares of Schwab Emerging Markets Equity ETF worth $1.64M as of Q3 2024.
  • Carmichael Hill & Associates bought 307 Schwab Emerging Markets Equity ETF shares in Q3 2024, an estimated $8.31K.
  • Schwab Emerging Markets Equity ETF made up 0.58% of Carmichael Hill & Associates's portfolio in Q3 2024, its #38 holding.
  • Carmichael Hill & Associates first reported a position in Schwab Emerging Markets Equity ETF in Q4 2017 and has held it in 28 quarters since.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.