Fort Pitt Capital Group’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Fort Pitt Capital 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
2024 Q1	–	Sell	-48,116	Closed	-$1.19M	–	128
2023 Q4	$1.19M	Buy	+48,116	New	+$1.16M	0.04%	77
2023 Q1	–	Sell	-69,987	Closed	-$1.66M	–	137
2022 Q4	$1.66M	Buy	+69,987	New	+$1.63M	0.07%	72
2022 Q1	–	Sell	-321,301	Closed	-$9.52M	–	146
2021 Q4	$9.52M	Buy	+321,301	New	+$9.82M	0.34%	50
2021 Q3	–	Sell	-8,226	Closed	-$270K	–	165
2021 Q2	$270K	Buy	+8,226	New	+$267K	0.01%	159
2021 Q1	–	Sell	-2,157	Closed	-$66K	–	299
2020 Q4	$66K	Buy	+2,157	New	+$62.5K	﹤0.01%	182
2020 Q3	–	Sell	-8,565	Closed	-$209K	–	157
2020 Q2	$209K	Buy	+8,565	New	+$195K	0.01%	160
2019 Q1	–	Sell	-13,033	Closed	-$307K	–	154
2018 Q4	$307K	Buy	+13,033	New	+$316K	0.02%	132

Other funds holding SCHE

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Fort Pitt Capital Group's SCHE Position: Q1 2024 in Review

Fort Pitt Capital Group sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 48,116 shares — an estimated $1.19M sold.

Fort Pitt Capital Group first reported a position in SCHE in Q4 2018 and held it in 7 quarters. The position peaked at $9.52M in Q4 2021. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

Fort Pitt Capital Group reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
Fort Pitt Capital Group sold 48,116 Schwab Emerging Markets Equity ETF shares in Q1 2024, an estimated $1.19M.
Fort Pitt Capital Group first reported a position in Schwab Emerging Markets Equity ETF in Q4 2018 and held it in 7 quarters.
Fort Pitt Capital Group's Schwab Emerging Markets Equity ETF position peaked at $9.52M in Q4 2021.
727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Fort Pitt Capital Group's 13F filing for Q1 2024, filed 11 Apr 2024.