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Custom Portfolio Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Custom Portfolio Group’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
Q2 		$50.7K Hold
1,906
– – 0.04% 104
2024
Q1 		$48.1K Sell
1,906
-9
-0.5% -$221 0.04% 108
2023
Q4 		$47.5K Buy
+1,915
New +$46K 0.04% 99

Other funds holding SCHE

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Custom Portfolio Group's SCHE Position: Q2 2024 in Review

Custom Portfolio Group held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q2 2024 at 1,906 shares worth $50.7K. The position accounts for 0.04% of the portfolio, ranked #104.

Custom Portfolio Group first reported a position in SCHE in Q4 2023 and has held it in 3 quarters since. 721 funds tracked by Wall St. Rank hold SCHE as of Q2 2024.

  • Custom Portfolio Group held 1,906 shares of Schwab Emerging Markets Equity ETF worth $50.7K as of Q2 2024.
  • Custom Portfolio Group left its Schwab Emerging Markets Equity ETF share count unchanged in Q2 2024.
  • Schwab Emerging Markets Equity ETF made up 0.04% of Custom Portfolio Group's portfolio in Q2 2024, its #104 holding.
  • Custom Portfolio Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2023 and has held it in 3 quarters since.
  • 721 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.