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Fiduciary Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Fiduciary Group’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
-10,856
Closed -$254K – 233
2022
Q3 		$254K Sell
10,856
-1,033
-9% -$25.5K 0.03% 212
2022
Q2 		$304K Buy
11,889
+2,442
+26% +$63.8K 0.04% 196
2022
Q1 		$233K Sell
9,447
-487
-5% -$14.1K 0.03% 208
2021
Q4 		$294K Sell
9,934
-62
-0.6% -$1.89K 0.03% 198
2021
Q3 		$315K Sell
9,996
-197
-2% -$6.16K 0.04% 193
2021
Q2 		$319K Sell
10,193
-219
-2% -$7.1K 0.04% 189
2021
Q1 		$336K Sell
10,412
-206
-2% -$6.71K 0.04% 180
2020
Q4 		$365K Sell
10,618
-533
-5% -$15.5K 0.05% 167
2020
Q3 		$298K Sell
11,151
-659
-6% -$17.6K 0.05% 167
2020
Q2 		$288K Sell
11,810
-139
-1% -$3.16K 0.05% 162
2020
Q1 		$247K Sell
11,949
-517
-4% -$12.9K 0.05% 149
2019
Q4 		$341K Sell
12,466
-2,089
-14% -$55.1K 0.05% 155
2019
Q3 		$366K Buy
14,555
+68
+0.5% +$1.73K 0.06% 148
2019
Q2 		$380K Buy
14,487
+92
+0.6% +$2.38K 0.07% 145
2019
Q1 		$374K Sell
14,395
-144
-1% -$3.65K 0.07% 141
2018
Q4 		$342K Buy
14,539
+377
+3% +$9.13K 0.07% 139
2018
Q3 		$364K Buy
14,162
+282
+2% +$7.31K 0.07% 139
2018
Q2 		$359K Buy
+13,880
New +$382K 0.08% 134

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

Fiduciary Group's SCHE Position: Q4 2022 in Review

Fiduciary Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 10,856 shares — an estimated $254K sold.

Fiduciary Group first reported a position in SCHE in Q2 2018 and held it in 18 quarters. The position peaked at $380K in Q2 2019. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

  • Fiduciary Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Fiduciary Group sold 10,856 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $254K.
  • Fiduciary Group first reported a position in Schwab Emerging Markets Equity ETF in Q2 2018 and held it in 18 quarters.
  • Fiduciary Group's Schwab Emerging Markets Equity ETF position peaked at $380K in Q2 2019.
  • 712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on Fiduciary Group's 13F filing for Q4 2022, filed 7 Feb 2023.