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Freedom Wealth Alliance’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Freedom Wealth Alliance’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
Q1 		– Sell
-2,822
Closed -$66.8K – 375
2022
Q4 		$66.8K Buy
+2,822
New +$65.7K 0.09% 100

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Charles Schwab
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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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Freedom Wealth Alliance's SCHE Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2023, closing a stake of 2,822 shares — an estimated $66.8K sold.

Freedom Wealth Alliance first reported a position in SCHE in Q4 2022 and held it in 1 quarter. The position peaked at $66.8K in Q4 2022. 694 funds tracked by Wall St. Rank hold SCHE as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 2,822 Schwab Emerging Markets Equity ETF shares in Q1 2023, an estimated $66.8K.
  • Freedom Wealth Alliance first reported a position in Schwab Emerging Markets Equity ETF in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Schwab Emerging Markets Equity ETF position peaked at $66.8K in Q4 2022.
  • 694 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.