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

CIC Wealth’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	$1.03M	Buy	35,360 +528	+2%	+$14.3K	0.27%	71
2024 Q2	$925K	Buy	34,832 +520	+2%	+$13.6K	0.25%	71
2024 Q1	$866K	Sell	34,312 -5,189	-13%	-$128K	0.25%	73
2023 Q4	$979K	Sell	39,501 -12,608	-24%	-$303K	0.31%	66
2023 Q3	$1.25M	Buy	52,109 +1,546	+3%	+$38.3K	0.45%	50
2023 Q2	$1.25M	Sell	50,563 -157	-0.3%	-$3.84K	0.43%	52
2023 Q1	$1.24M	Buy	50,720 +9,379	+23%	+$232K	0.47%	53
2022 Q4	$979K	Buy	+41,341	New	+$962K	0.4%	60

Other funds holding SCHE

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

CIC Wealth's SCHE Position: Q3 2024 in Review

CIC Wealth increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 1.5% in Q3 2024, buying an estimated $14.3K and bringing the position to 35,360 shares worth $1.03M. The position accounts for 0.27% of the portfolio, ranked #71.

CIC Wealth first reported a position in SCHE in Q4 2022 and has held it in 8 quarters since. The position peaked at $1.25M in Q3 2023. 727 funds tracked by Wall St. Rank hold SCHE as of Q3 2024.

CIC Wealth held 35,360 shares of Schwab Emerging Markets Equity ETF worth $1.03M as of Q3 2024.
CIC Wealth bought 528 Schwab Emerging Markets Equity ETF shares in Q3 2024, an estimated $14.3K.
Schwab Emerging Markets Equity ETF made up 0.27% of CIC Wealth's portfolio in Q3 2024, its #71 holding.
CIC Wealth first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and has held it in 8 quarters since.
CIC Wealth's Schwab Emerging Markets Equity ETF position peaked at $1.25M in Q3 2023.
727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.