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Financial Partners Group (Tennessee)’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Financial Partners Group (Tennessee)’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
Q3 		– Sell
-11,322
Closed -$279K – 87
2023
Q2 		$279K Buy
+11,322
New +$277K 0.14% 72

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Envestnet Asset Management
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Financial Partners Group (Tennessee)'s SCHE Position: Q3 2023 in Review

Financial Partners Group (Tennessee) sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2023, closing a stake of 11,322 shares — an estimated $279K sold.

Financial Partners Group (Tennessee) first reported a position in SCHE in Q2 2023 and held it in 1 quarter. The position peaked at $279K in Q2 2023. 673 funds tracked by Wall St. Rank hold SCHE as of Q3 2023.

  • Financial Partners Group (Tennessee) reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Financial Partners Group (Tennessee) sold 11,322 Schwab Emerging Markets Equity ETF shares in Q3 2023, an estimated $279K.
  • Financial Partners Group (Tennessee) first reported a position in Schwab Emerging Markets Equity ETF in Q2 2023 and held it in 1 quarter.
  • Financial Partners Group (Tennessee)'s Schwab Emerging Markets Equity ETF position peaked at $279K in Q2 2023.
  • 673 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2023.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q3 2023, filed 13 Nov 2023.