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Faithward Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Faithward Advisors’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
-1,306
Closed -$31.2K – 306
2023
Q4 		$31.2K Sell
1,306
-685
-34% -$16.5K 0.01% 201
2023
Q3 		$47.9K Sell
1,991
-460
-19% -$11.4K 0.01% 185
2023
Q2 		$60.7K Sell
2,451
-894
-27% -$21.8K 0.01% 190
2023
Q1 		$81.3K Sell
3,345
-12,522
-79% -$310K 0.02% 211
2022
Q4 		$376K Sell
15,867
-242
-2% -$5.63K 0.08% 108
2022
Q3 		$361K Sell
16,109
-717
-4% -$17.7K 0.09% 101
2022
Q2 		$428K Buy
16,826
+1
+0% +$26 0.1% 98
2022
Q1 		$467K Buy
16,825
+715
+4% +$20.7K 0.09% 104
2021
Q4 		$478K Buy
16,110
+3
+0% +$92 0.09% 104
2021
Q3 		$491K Sell
16,107
-13
-0.1% -$406 0.1% 106
2021
Q2 		$530K Sell
16,120
-680
-4% -$22.1K 0.11% 85
2021
Q1 		$534K Buy
+16,800
New +$547K 0.12% 97
2020
Q4 		– Sell
-17,909
Closed -$479K – 201
2020
Q3 		$479K Sell
17,909
-7,562
-30% -$202K 0.12% 80
2020
Q2 		$620K Sell
25,471
-12,221
-32% -$278K 0.16% 73
2020
Q1 		$780K Sell
37,692
-6,509
-15% -$163K 0.22% 75
2019
Q4 		$1.21M Sell
44,201
-1,612
-4% -$42.5K 0.28% 66
2019
Q3 		$1.15M Buy
+45,813
New +$1.17M 0.25% 43

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

Faithward Advisors's SCHE Position: Q1 2024 in Review

Faithward Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 1,306 shares — an estimated $31.2K sold.

Faithward Advisors first reported a position in SCHE in Q3 2019 and held it in 17 quarters. The position peaked at $1.21M in Q4 2019. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

  • Faithward Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Faithward Advisors sold 1,306 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $31.2K.
  • Faithward Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2019 and held it in 17 quarters.
  • Faithward Advisors's Schwab Emerging Markets Equity ETF position peaked at $1.21M in Q4 2019.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Faithward Advisors's 13F filing for Q1 2024, filed 15 May 2024.