CW
SCHE icon

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
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 $45.5B AUM 21.01% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.72B AUM 13.51% 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