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EWG Elevate’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

EWG Elevate’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
Q1 		– Sell
-930
Closed -$22K – 633
2022
Q4 		$22K Buy
+930
New +$21.6K 0.01% 272

Other funds holding SCHE

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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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

EWG Elevate's SCHE Position: Q1 2023 in Review

EWG Elevate sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2023, closing a stake of 930 shares — an estimated $22K sold.

EWG Elevate first reported a position in SCHE in Q4 2022 and held it in 1 quarter. The position peaked at $22K in Q4 2022. 694 funds tracked by Wall St. Rank hold SCHE as of Q1 2023.

  • EWG Elevate reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
  • EWG Elevate sold 930 Schwab Emerging Markets Equity ETF shares in Q1 2023, an estimated $22K.
  • EWG Elevate first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and held it in 1 quarter.
  • EWG Elevate's Schwab Emerging Markets Equity ETF position peaked at $22K in Q4 2022.
  • 694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.