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EdgeRock Capital’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

EdgeRock Capital’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
-30
Closed -$1K – 324
2022
Q3 		$1K Buy
+30
New +$741 ﹤0.01% 361

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

EdgeRock Capital's SCHE Position: Q4 2022 in Review

EdgeRock Capital sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 30 shares — an estimated $1K sold.

EdgeRock Capital first reported a position in SCHE in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

  • EdgeRock Capital reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
  • EdgeRock Capital sold 30 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $1K.
  • EdgeRock Capital first reported a position in Schwab Emerging Markets Equity ETF in Q3 2022 and held it in 1 quarter.
  • EdgeRock Capital's Schwab Emerging Markets Equity ETF position peaked at $1K in Q3 2022.
  • 712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on EdgeRock Capital's 13F filing for Q4 2022, filed 14 Feb 2023.