FPFS
SCHE icon

First Personal Financial Services’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

First Personal Financial Services’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
Q3 		$48.5K Buy
+1,662
New +$45K 0.01% 200

Other funds holding SCHE

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

First Personal Financial Services's SCHE Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Schwab Emerging Markets Equity ETF (SCHE) in Q3 2024: 1,662 shares worth $48.5K. The stake represents 0.01% of the portfolio and ranks #200 among its holdings.

727 funds tracked by Wall St. Rank hold SCHE as of Q3 2024.

  • First Personal Financial Services held 1,662 shares of Schwab Emerging Markets Equity ETF worth $48.5K as of Q3 2024.
  • Schwab Emerging Markets Equity ETF was a new First Personal Financial Services position in Q3 2024.
  • Schwab Emerging Markets Equity ETF made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #200 holding.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.