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

Clear Point 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
Q4 		– Sell
-1,886
Closed -$55K – 449
2024
Q3 		$55K Buy
1,886
+3
+0.2% +$81 0.04% 190
2024
Q2 		$50K Sell
1,883
-250
-12% -$6.52K 0.04% 195
2024
Q1 		$53.9K Sell
2,133
-10
-0.5% -$246 0.04% 196
2023
Q4 		$53.1K Buy
+2,143
New +$51.5K 0.05% 183

Other funds holding SCHE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 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

Clear Point Advisors's SCHE Position: Q4 2024 in Review

Clear Point Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2024, closing a stake of 1,886 shares — an estimated $55K sold.

Clear Point Advisors first reported a position in SCHE in Q4 2023 and held it in 4 quarters. The position peaked at $55K in Q3 2024. 758 funds tracked by Wall St. Rank hold SCHE as of Q4 2024.

  • Clear Point Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1,886 Schwab Emerging Markets Equity ETF shares in Q4 2024, an estimated $55K.
  • Clear Point Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Schwab Emerging Markets Equity ETF position peaked at $55K in Q3 2024.
  • 758 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.