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Global Wealth Strategies & Associates’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Global Wealth Strategies & Associates’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
-1
Closed -$24 – 382
2023
Q4 		$24 Hold
1
– – ﹤0.01% 322
2023
Q3 		$22 Hold
1
– – ﹤0.01% 333
2023
Q2 		$23 Sell
1
-27
-96% -$660 ﹤0.01% 312
2023
Q1 		$685 Buy
+28
New +$694 ﹤0.01% 302

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Global Wealth Strategies & Associates's SCHE Position: Q1 2024 in Review

Global Wealth Strategies & Associates sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2024, closing a stake of 1 share — an estimated $24 sold.

Global Wealth Strategies & Associates first reported a position in SCHE in Q1 2023 and held it in 4 quarters. The position peaked at $685 in Q1 2023. 727 funds tracked by Wall St. Rank hold SCHE as of Q1 2024.

  • Global Wealth Strategies & Associates reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 1 Schwab Emerging Markets Equity ETF share in Q1 2024, an estimated $24.
  • Global Wealth Strategies & Associates first reported a position in Schwab Emerging Markets Equity ETF in Q1 2023 and held it in 4 quarters.
  • Global Wealth Strategies & Associates's Schwab Emerging Markets Equity ETF position peaked at $685 in Q1 2023.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2024.

Based on Global Wealth Strategies & Associates's 13F filing for Q1 2024, filed 1 Apr 2024.