Connecticut Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Connecticut Wealth Management’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 Q3	–	Sell	-9,243	Closed	-$245K	–	334
2024 Q2	$245K	Sell	9,243 -108	-1%	-$2.81K	0.01%	287
2024 Q1	$236K	Buy	9,351 +108	+1%	+$2.65K	0.01%	300
2023 Q4	$229K	Sell	9,243 -319	-3%	-$7.67K	0.01%	296
2023 Q3	$229K	Buy	+9,562	New	+$237K	0.02%	267
2022 Q2	–	Sell	-21,359	Closed	-$593K	–	199
2022 Q1	$593K	Buy	+21,359	New	+$618K	0.05%	114

Other funds holding SCHE

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rebalance Palo Alto, California $1.91B AUM 16.23% 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

Connecticut Wealth Management's SCHE Position: Q3 2024 in Review

Connecticut Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2024, closing a stake of 9,243 shares — an estimated $245K sold.

Connecticut Wealth Management first reported a position in SCHE in Q1 2022 and held it in 5 quarters. The position peaked at $593K in Q1 2022. 727 funds tracked by Wall St. Rank hold SCHE as of Q3 2024.

Connecticut Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
Connecticut Wealth Management sold 9,243 Schwab Emerging Markets Equity ETF shares in Q3 2024, an estimated $245K.
Connecticut Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q1 2022 and held it in 5 quarters.
Connecticut Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $593K in Q1 2022.
727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2024.

Based on Connecticut Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.