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Eley Financial Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Eley Financial Management’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
Q1 		– Sell
-15,857
Closed -$393K – 73
2023
Q4 		$393K Buy
15,857
+180
+1% +$4.33K 0.18% 65
2023
Q3 		$375K Sell
15,677
-390
-2% -$9.66K 0.19% 65
2023
Q2 		$396K Buy
16,067
+807
+5% +$19.7K 0.19% 66
2023
Q1 		$374K Buy
15,260
+71
+0.5% +$1.76K 0.19% 64
2022
Q4 		$360K Buy
+15,189
New +$354K 0.19% 65

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Eley Financial Management's SCHE Position: Q1 2024 in Review

Eley Financial Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 15,857 shares — an estimated $393K sold.

Eley Financial Management first reported a position in SCHE in Q4 2022 and held it in 5 quarters. The position peaked at $396K in Q2 2023. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

  • Eley Financial Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Eley Financial Management sold 15,857 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $393K.
  • Eley Financial Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and held it in 5 quarters.
  • Eley Financial Management's Schwab Emerging Markets Equity ETF position peaked at $396K in Q2 2023.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Eley Financial Management's 13F filing for Q1 2024, filed 14 May 2024.