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Diversified’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Diversified’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
Q3 		$1.9M Buy
64,996
+6,473
+11% +$175K 0.21% 45
2024
Q2 		$1.55M Buy
+58,523
New +$1.53M 0.18% 47

Other funds holding SCHE

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return

Diversified's SCHE Position: Q3 2024 in Review

Diversified increased its Schwab Emerging Markets Equity ETF (SCHE) stake by 11% in Q3 2024, buying an estimated $175K and bringing the position to 64,996 shares worth $1.9M. The position accounts for 0.21% of the portfolio, ranked #45.

Diversified first reported a position in SCHE in Q2 2024 and has held it in 2 quarters since. 727 funds tracked by Wall St. Rank hold SCHE as of Q3 2024.

  • Diversified held 64,996 shares of Schwab Emerging Markets Equity ETF worth $1.9M as of Q3 2024.
  • Diversified bought 6,473 Schwab Emerging Markets Equity ETF shares in Q3 2024, an estimated $175K.
  • Schwab Emerging Markets Equity ETF made up 0.21% of Diversified's portfolio in Q3 2024, its #45 holding.
  • Diversified first reported a position in Schwab Emerging Markets Equity ETF in Q2 2024 and has held it in 2 quarters since.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.