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Clear Perspectives Financial Planning’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Clear Perspectives Financial Planning’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
Q1 		– Sell
-1,050
Closed -$31K – 229
2021
Q4 		$31K Buy
+1,050
New +$32.1K 0.01% 127

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Clear Perspectives Financial Planning's SCHE Position: Q1 2022 in Review

Clear Perspectives Financial Planning sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2022, closing a stake of 1,050 shares — an estimated $31K sold.

Clear Perspectives Financial Planning first reported a position in SCHE in Q4 2021 and held it in 1 quarter. The position peaked at $31K in Q4 2021. 717 funds tracked by Wall St. Rank hold SCHE as of Q1 2022.

  • Clear Perspectives Financial Planning reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 1,050 Schwab Emerging Markets Equity ETF shares in Q1 2022, an estimated $31K.
  • Clear Perspectives Financial Planning first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's Schwab Emerging Markets Equity ETF position peaked at $31K in Q4 2021.
  • 717 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2022, filed 12 May 2022.