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

Colonial Trust 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
Q2 		– Sell
-60
Closed -$1.51K – 981
2024
Q1 		$1.51K Buy
+60
New +$1.47K ﹤0.01% 827

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Creative Planning
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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
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 $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Colonial Trust Advisors's SCHE Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2024, closing a stake of 60 shares — an estimated $1.51K sold.

Colonial Trust Advisors first reported a position in SCHE in Q1 2024 and held it in 1 quarter. The position peaked at $1.51K in Q1 2024. 721 funds tracked by Wall St. Rank hold SCHE as of Q2 2024.

  • Colonial Trust Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Colonial Trust Advisors sold 60 Schwab Emerging Markets Equity ETF shares in Q2 2024, an estimated $1.51K.
  • Colonial Trust Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2024 and held it in 1 quarter.
  • Colonial Trust Advisors's Schwab Emerging Markets Equity ETF position peaked at $1.51K in Q1 2024.
  • 721 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.