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Colony Family Offices’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Colony Family Offices’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
Q2 		– Sell
-16,290
Closed -$452K – 74
2022
Q1 		$452K Buy
+16,290
New +$471K 0.22% 21

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 $56.3B AUM 17.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $2.02B AUM

Colony Family Offices's SCHE Position: Q2 2022 in Review

Colony Family Offices sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2022, closing a stake of 16,290 shares — an estimated $452K sold.

Colony Family Offices first reported a position in SCHE in Q1 2022 and held it in 1 quarter. The position peaked at $452K in Q1 2022. 719 funds tracked by Wall St. Rank hold SCHE as of Q2 2022.

  • Colony Family Offices reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Colony Family Offices sold 16,290 Schwab Emerging Markets Equity ETF shares in Q2 2022, an estimated $452K.
  • Colony Family Offices first reported a position in Schwab Emerging Markets Equity ETF in Q1 2022 and held it in 1 quarter.
  • Colony Family Offices's Schwab Emerging Markets Equity ETF position peaked at $452K in Q1 2022.
  • 719 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2022.

Based on Colony Family Offices's 13F filing for Q2 2022, filed 2 Aug 2022.