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Castle Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Castle Wealth Management’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
-146
Closed -$3K – 526
2022
Q3 		$3K Hold
146
– – ﹤0.01% 551
2022
Q2 		$4K Buy
+146
New +$3.81K ﹤0.01% 514

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Financial Engines Advisors
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Charles Schwab
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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

Castle Wealth Management's SCHE Position: Q4 2022 in Review

Castle Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 146 shares — an estimated $3K sold.

Castle Wealth Management first reported a position in SCHE in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

  • Castle Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 146 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $3K.
  • Castle Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $4K in Q2 2022.
  • 712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.