DI
SCHE icon

Disciplined Investments’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Disciplined Investments’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
-992
Closed -$24.4K – 1279
2023
Q2 		$24.4K Buy
992
+169
+21% +$4.13K 0.01% 270
2023
Q1 		$20.2K Sell
823
-556
-40% -$13.8K 0.01% 308
2022
Q4 		$32.6K Buy
1,379
+17
+1% +$396 0.02% 239
2022
Q3 		$31K Sell
1,362
-558
-29% -$13.8K 0.01% 267
2022
Q2 		$49K Buy
1,920
+2
+0.1% +$52 0.02% 220
2022
Q1 		$53K Hold
1,918
– – 0.02% 217
2021
Q4 		$57K Buy
1,918
+14
+0.7% +$428 0.03% 196
2021
Q3 		$58K Hold
1,904
– – 0.03% 190
2021
Q2 		$63K Sell
1,904
-262
-12% -$8.5K 0.03% 181
2021
Q1 		$69K Buy
2,166
+1
+0% +$33 0.04% 156
2020
Q4 		$66K Sell
2,165
-835
-28% -$24.2K 0.04% 135
2020
Q3 		$80K Buy
3,000
+92
+3% +$2.46K 0.06% 132
2020
Q2 		$71K Sell
2,908
-197
-6% -$4.48K 0.06% 139
2020
Q1 		$64K Buy
3,105
+252
+9% +$6.3K 0.06% 133
2019
Q4 		$78K Buy
+2,853
New +$75.2K 0.07% 134

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

Disciplined Investments's SCHE Position: Q3 2023 in Review

Disciplined Investments sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2023, closing a stake of 992 shares — an estimated $24.4K sold.

Disciplined Investments first reported a position in SCHE in Q4 2019 and held it in 15 quarters. The position peaked at $80K in Q3 2020. 673 funds tracked by Wall St. Rank hold SCHE as of Q3 2023.

  • Disciplined Investments reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 992 Schwab Emerging Markets Equity ETF shares in Q3 2023, an estimated $24.4K.
  • Disciplined Investments first reported a position in Schwab Emerging Markets Equity ETF in Q4 2019 and held it in 15 quarters.
  • Disciplined Investments's Schwab Emerging Markets Equity ETF position peaked at $80K in Q3 2020.
  • 673 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.