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Cetera Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cetera Advisors’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
Q1 		$1.21M Buy
47,979
+12,007
+33% +$295K 0.01% 1065
2023
Q4 		$892K Buy
35,972
+3,941
+12% +$94.8K 0.01% 828
2023
Q3 		$767K Buy
32,031
+2,445
+8% +$60.6K 0.01% 839
2023
Q2 		$729K Buy
29,586
+1,120
+4% +$27.4K 0.01% 859
2023
Q1 		$698K Buy
28,466
+1,308
+5% +$32.4K 0.01% 848
2022
Q4 		$643K Buy
27,158
+5,251
+24% +$122K 0.01% 852
2022
Q3 		$491K Buy
21,907
+3,223
+17% +$79.6K 0.01% 786
2022
Q2 		$474K Sell
18,684
-133
-0.7% -$3.48K 0.01% 867
2022
Q1 		$523K Sell
18,817
-459
-2% -$13.3K 0.01% 859
2021
Q4 		$571K Sell
19,276
-663
-3% -$20.3K 0.01% 840
2021
Q3 		$608K Buy
19,939
+1,930
+11% +$60.3K 0.01% 803
2021
Q2 		$592K Buy
+18,009
New +$584K 0.01% 744
2019
Q2 		– Sell
-515
Closed -$14K – 1222
2019
Q1 		$14K Buy
+515
New +$13.1K ﹤0.01% 1105

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Cetera Advisors's SCHE Position: Q1 2024 in Review

Cetera Advisors increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 33% in Q1 2024, buying an estimated $295K and bringing the position to 47,979 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #1065.

Cetera Advisors first reported a position in SCHE in Q1 2019 and has held it in 13 quarters since. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

  • Cetera Advisors held 47,979 shares of Schwab Emerging Markets Equity ETF worth $1.21M as of Q1 2024.
  • Cetera Advisors bought 12,007 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $295K.
  • Schwab Emerging Markets Equity ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1065 holding.
  • Cetera Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2019 and has held it in 13 quarters since.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.