DFC
SCHE icon

DB Fitzpatrick & Co’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

DB Fitzpatrick & Co’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
Q3 		– Sell
-1
Closed -$25 – 72
2023
Q2 		$25 Buy
+1
New +$24 ﹤0.01% 68

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

DB Fitzpatrick & Co's SCHE Position: Q3 2023 in Review

DB Fitzpatrick & Co sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2023, closing a stake of 1 share — an estimated $25 sold.

DB Fitzpatrick & Co first reported a position in SCHE in Q2 2023 and held it in 1 quarter. The position peaked at $25 in Q2 2023. 673 funds tracked by Wall St. Rank hold SCHE as of Q3 2023.

  • DB Fitzpatrick & Co reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
  • DB Fitzpatrick & Co sold 1 Schwab Emerging Markets Equity ETF share in Q3 2023, an estimated $25.
  • DB Fitzpatrick & Co first reported a position in Schwab Emerging Markets Equity ETF in Q2 2023 and held it in 1 quarter.
  • DB Fitzpatrick & Co's Schwab Emerging Markets Equity ETF position peaked at $25 in Q2 2023.
  • 673 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2023.

Based on DB Fitzpatrick & Co's 13F filing for Q3 2023, filed 1 Nov 2023.