Concord Wealth Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Concord Wealth Partners’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
2023 Q4	–	Sell	-74	Closed	-$1.78K	–	988
2023 Q3	$1.78K	Hold	74	–	–	﹤0.01%	883
2023 Q2	$1.83K	Hold	74	–	–	﹤0.01%	879
2023 Q1	$1.81K	Hold	74	–	–	﹤0.01%	827
2022 Q4	$1.75K	Buy	+74	New	+$1.72K	﹤0.01%	966
2022 Q3	–	Sell	-72	Closed	-$2K	–	949
2022 Q2	$2K	Hold	72	–	–	﹤0.01%	1060
2022 Q1	$2K	Hold	72	–	–	﹤0.01%	1134
2021 Q4	$2K	Buy	+72	New	+$2.2K	﹤0.01%	1162

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Concord Wealth Partners's SCHE Position: Q4 2023 in Review

Concord Wealth Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2023, closing a stake of 74 shares — an estimated $1.78K sold.

Concord Wealth Partners first reported a position in SCHE in Q4 2021 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 736 funds tracked by Wall St. Rank hold SCHE as of Q4 2023.

Concord Wealth Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
Concord Wealth Partners sold 74 Schwab Emerging Markets Equity ETF shares in Q4 2023, an estimated $1.78K.
Concord Wealth Partners first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 7 quarters.
Concord Wealth Partners's Schwab Emerging Markets Equity ETF position peaked at $2K in Q2 2022.
736 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2023.

Based on Concord Wealth Partners's 13F filing for Q4 2023, filed 6 Feb 2024.