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FRG Family Wealth Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

FRG Family 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
-125
Closed -$3.18K – 305
2024
Q1 		$3.18K Buy
+125
New +$3.07K ﹤0.01% 308

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 $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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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

FRG Family Wealth Advisors's SCHE Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q2 2024, closing a stake of 125 shares — an estimated $3.18K sold.

FRG Family Wealth Advisors first reported a position in SCHE in Q1 2024 and held it in 1 quarter. The position peaked at $3.18K in Q1 2024. 721 funds tracked by Wall St. Rank hold SCHE as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 125 Schwab Emerging Markets Equity ETF shares in Q2 2024, an estimated $3.18K.
  • FRG Family Wealth Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Schwab Emerging Markets Equity ETF position peaked at $3.18K in Q1 2024.
  • 721 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.