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Financial Synergies Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Financial Synergies Wealth 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
Q2 		– Sell
-750
Closed -$18.9K – 385
2024
Q1 		$18.9K Sell
750
-39,093
-98% -$961K ﹤0.01% 200
2023
Q4 		$943K Buy
39,843
+38,288
+2,462% +$921K 0.15% 42
2023
Q3 		$37.2K Sell
1,555
-3,049
-66% -$75.5K 0.01% 131
2023
Q2 		$113K Sell
4,604
-66
-1% -$1.61K 0.02% 82
2023
Q1 		$115K Sell
4,670
-35,173
-88% -$871K 0.02% 82
2022
Q4 		$943K Sell
39,843
-6,024
-13% -$140K 0.15% 42
2022
Q3 		$1.03M Sell
45,867
-1,418
-3% -$35K 0.18% 38
2022
Q2 		$1.2M Sell
47,285
-17,706
-27% -$463K 0.2% 36
2022
Q1 		$1.8M Sell
64,991
-57,850
-47% -$1.67M 0.28% 29
2021
Q4 		$3.64M Buy
122,841
+3,490
+3% +$107K 0.5% 21
2021
Q3 		$3.64M Buy
119,351
+5,663
+5% +$177K 0.5% 20
2021
Q2 		$3.74M Buy
113,688
+5,511
+5% +$179K 0.51% 21
2021
Q1 		$3.44M Buy
108,177
+7,934
+8% +$258K 0.5% 22
2020
Q4 		$3.07M Buy
100,243
+30,551
+44% +$886K 0.48% 22
2020
Q3 		$1.86M Buy
+69,692
New +$1.86M 0.48% 27

Other funds holding SCHE

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Financial Synergies Wealth Advisors's SCHE Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2024, closing a stake of 750 shares — an estimated $18.9K sold.

Financial Synergies Wealth Advisors first reported a position in SCHE in Q3 2020 and held it in 15 quarters. The position peaked at $3.74M in Q2 2021. 721 funds tracked by Wall St. Rank hold SCHE as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 750 Schwab Emerging Markets Equity ETF shares in Q2 2024, an estimated $18.9K.
  • Financial Synergies Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2020 and held it in 15 quarters.
  • Financial Synergies Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $3.74M in Q2 2021.
  • 721 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.