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Gateway Advisory’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Gateway Advisory’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
2022
Q3 		– Sell
-12,804
Closed -$325K – 91
2022
Q2 		$325K Buy
12,804
+5
+0% +$131 0.14% 45
2022
Q1 		$355K Hold
12,799
– – 0.1% 67
2021
Q4 		$379K Buy
12,799
+2,100
+20% +$64.2K 0.08% 76
2021
Q3 		$326K Buy
10,699
+1,000
+10% +$31.2K 0.07% 82
2021
Q2 		$319K Hold
9,699
– – 0.07% 86
2021
Q1 		$308K Buy
+9,699
New +$316K 0.08% 55
2018
Q2 		– Sell
-8,664
Closed -$249K – 78
2018
Q1 		$249K Sell
8,664
-1,241
-13% -$36.4K 0.07% 62
2017
Q4 		$277K Sell
9,905
-556
-5% -$15.3K 0.08% 78
2017
Q3 		$282K Sell
10,461
-240
-2% -$6.35K 0.08% 60
2017
Q2 		$266K Sell
10,701
-2,230
-17% -$54.8K 0.08% 71
2017
Q1 		$307K Sell
12,931
-10,997
-46% -$256K 0.1% 61
2016
Q4 		$516K Sell
23,928
-308
-1% -$6.89K 0.18% 35
2016
Q3 		$558K Buy
+24,236
New +$547K 0.2% 34
2015
Q3 		– Sell
-119,879
Closed -$2.95M – 44
2015
Q2 		$2.95M Buy
119,879
+10,036
+9% +$257K 1.3% 22
2015
Q1 		$2.68M Buy
109,843
+4,417
+4% +$107K 1.19% 22
2014
Q4 		$2.52M Buy
105,426
+4,555
+5% +$114K 1.13% 23
2014
Q3 		$2.56M Buy
100,871
+2,599
+3% +$69.8K 1.17% 25
2014
Q2 		$2.56M Buy
98,272
+4,038
+4% +$102K 1.18% 24
2014
Q1 		$2.29M Buy
94,234
+10,679
+13% +$248K 1.11% 25
2013
Q4 		$2.06M Buy
83,555
+2,012
+2% +$50.6K 1.13% 23
2013
Q3 		$2M Buy
81,543
+7,773
+11% +$186K 1.14% 21
2013
Q2 		$1.72M Buy
+73,770
New +$1.84M 1.03% 26

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.93B AUM

Gateway Advisory's SCHE Position: Q3 2022 in Review

Gateway Advisory sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2022, closing a stake of 12,804 shares — an estimated $325K sold.

Gateway Advisory first reported a position in SCHE in Q2 2013 and held it in 22 quarters. The position peaked at $2.95M in Q2 2015. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

  • Gateway Advisory reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Gateway Advisory sold 12,804 Schwab Emerging Markets Equity ETF shares in Q3 2022, an estimated $325K.
  • Gateway Advisory first reported a position in Schwab Emerging Markets Equity ETF in Q2 2013 and held it in 22 quarters.
  • Gateway Advisory's Schwab Emerging Markets Equity ETF position peaked at $2.95M in Q2 2015.
  • 676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Gateway Advisory's 13F filing for Q3 2022, filed 14 Nov 2022.