GKWIM
SCHE icon

Gerber Kawasaki Wealth & Investment Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Gerber Kawasaki Wealth & Investment Management’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
2021
Q4 		– Sell
-65
Closed -$1K – 934
2021
Q3 		$1K Buy
+65
New +$2.03K ﹤0.01% 1110

Other funds holding SCHE

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

Gerber Kawasaki Wealth & Investment Management's SCHE Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2021, closing a stake of 65 shares — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SCHE in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 735 funds tracked by Wall St. Rank hold SCHE as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 65 Schwab Emerging Markets Equity ETF shares in Q4 2021, an estimated $1K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Schwab Emerging Markets Equity ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Schwab Emerging Markets Equity ETF position peaked at $1K in Q3 2021.
  • 735 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.