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Elevation Wealth Partners’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Elevation Wealth Partners’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 		– Sell
-1,459
Closed -$38.8K – 532
2024
Q2 		$38.8K Hold
1,459
– – 0.02% 237
2024
Q1 		$36.8K Hold
1,459
– – 0.02% 244
2023
Q4 		$34.9K Hold
1,459
– – 0.02% 234
2023
Q3 		$34.9K Hold
1,459
– – 0.03% 174
2023
Q2 		$35.9K Hold
1,459
– – 0.03% 180
2023
Q1 		$35.8K Buy
+1,459
New +$36.1K 0.03% 186

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SAG
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Envestnet Asset Management
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
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MG
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Elevation Wealth Partners's SCHE Position: Q3 2024 in Review

Elevation Wealth Partners sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2024, closing a stake of 1,459 shares — an estimated $38.8K sold.

Elevation Wealth Partners first reported a position in SCHE in Q1 2023 and held it in 6 quarters. The position peaked at $38.8K in Q2 2024. 727 funds tracked by Wall St. Rank hold SCHE as of Q3 2024.

  • Elevation Wealth Partners reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Elevation Wealth Partners sold 1,459 Schwab Emerging Markets Equity ETF shares in Q3 2024, an estimated $38.8K.
  • Elevation Wealth Partners first reported a position in Schwab Emerging Markets Equity ETF in Q1 2023 and held it in 6 quarters.
  • Elevation Wealth Partners's Schwab Emerging Markets Equity ETF position peaked at $38.8K in Q2 2024.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2024.

Based on Elevation Wealth Partners's 13F filing for Q3 2024, filed 4 Oct 2024.