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

Curi 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
2022 Q4	–	Sell	-60,220	Closed	-$1.35M	–	202
2022 Q3	$1.35M	Sell	60,220 -248,618	-81%	-$6.14M	0.22%	59
2022 Q2	$7.84M	Buy	308,838 +52,416	+20%	+$1.37M	1.51%	27
2022 Q1	$7.12M	Buy	256,422 +52,424	+26%	+$1.52M	1.23%	34
2021 Q4	$6.04M	Buy	203,998 +520	+0.3%	+$15.9K	1.04%	33
2021 Q3	$6.2M	Buy	203,478 +27,317	+16%	+$854K	2.85%	9
2021 Q2	$5.79M	Buy	176,161 +26,892	+18%	+$872K	2.91%	9
2021 Q1	$4.74M	Buy	149,269 +15,871	+12%	+$517K	3.01%	9
2020 Q4	$4.09M	Buy	+133,398	New	+$3.87M	2.96%	8

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 $171B AUM 24.68% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Curi Wealth Management's SCHE Position: Q4 2022 in Review

Curi Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 60,220 shares — an estimated $1.35M sold.

Curi Wealth Management first reported a position in SCHE in Q4 2020 and held it in 8 quarters. The position peaked at $7.84M in Q2 2022. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

Curi Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
Curi Wealth Management sold 60,220 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $1.35M.
Curi Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 8 quarters.
Curi Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $7.84M in Q2 2022.
712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on Curi Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.