Cornerstone Advisors Asset Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Cornerstone Advisors Asset 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
2022 Q3	–	Sell	-14,916	Closed	-$379K	–	68
2022 Q2	$379K	Hold	14,916	–	–	0.27%	53
2022 Q1	$414K	Hold	14,916	–	–	0.29%	49
2021 Q4	$442K	Buy	+14,916	New	+$456K	0.34%	43

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

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

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

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

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

Hamilton Capital Columbus, Ohio $1.93B AUM

Cornerstone Advisors Asset Management's SCHE Position: Q3 2022 in Review

Cornerstone Advisors Asset Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 14,916 shares — an estimated $379K sold.

Cornerstone Advisors Asset Management first reported a position in SCHE in Q4 2021 and held it in 3 quarters. The position peaked at $442K in Q4 2021. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

Cornerstone Advisors Asset Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
Cornerstone Advisors Asset Management sold 14,916 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $379K.
Cornerstone Advisors Asset Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2021 and held it in 3 quarters.
Cornerstone Advisors Asset Management's Schwab Emerging Markets Equity ETF position peaked at $442K in Q4 2021.
676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Cornerstone Advisors Asset Management's 13F filing for Q3 2022, filed 19 Nov 2024.