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Goldstein Munger & Associates’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Goldstein Munger & 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
2022
Q3 		$241K Hold
10,752
– – 0.08% 31
2022
Q2 		$273K Hold
10,752
– – 0.08% 31
2022
Q1 		$299K Hold
10,752
– – 0.08% 33
2021
Q4 		$318K Hold
10,752
– – 0.08% 30
2021
Q3 		$328K Hold
10,752
– – 0.09% 29
2021
Q2 		$354K Hold
10,752
– – 0.09% 30
2021
Q1 		$342K Hold
10,752
– – 0.1% 30
2020
Q4 		$330K Hold
10,752
– – 0.1% 35
2020
Q3 		$288K Buy
10,752
+5
+0% +$134 0.1% 33
2020
Q2 		$262K Sell
10,747
-3
-0% -$68 0.1% 36
2020
Q1 		$222K Sell
10,750
-20,803
-66% -$520K 0.11% 32
2019
Q4 		$864K Buy
31,553
+566
+2% +$14.9K 0.35% 20
2019
Q3 		$779K Sell
30,987
-1,000
-3% -$25.4K 0.34% 20
2019
Q2 		$839K Hold
31,987
– – 0.37% 20
2019
Q1 		$832K Hold
31,987
– – 0.36% 22
2018
Q4 		$753K Buy
31,987
+21,423
+203% +$519K 0.37% 22
2018
Q3 		$272K Sell
10,564
-107
-1% -$2.77K 0.12% 35
2018
Q2 		$276K Buy
10,671
+12
+0.1% +$330 0.12% 32
2018
Q1 		$306K Sell
10,659
-1,604
-13% -$47K 0.13% 30
2017
Q4 		$343K Buy
12,263
+54
+0.4% +$1.49K 0.15% 29
2017
Q3 		$329K Sell
12,209
-509
-4% -$13.5K 0.15% 28
2017
Q2 		$316K Buy
12,718
+37
+0.3% +$909 0.15% 28
2017
Q1 		$304K Sell
12,681
-1,649
-12% -$38.4K 0.13% 35
2016
Q4 		$309K Buy
14,330
+307
+2% +$6.87K 0.14% 30
2016
Q3 		$323K Buy
14,023
+22
+0.2% +$497 0.15% 26
2016
Q2 		$298K Buy
14,001
+276
+2% +$5.67K 0.14% 28
2016
Q1 		$285K Buy
+13,725
New +$258K 0.12% 28

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

Goldstein Munger & Associates's SCHE Position: Q3 2022 in Review

Goldstein Munger & Associates held its Schwab Emerging Markets Equity ETF (SCHE) position steady in Q3 2022 at 10,752 shares worth $241K. The position accounts for 0.08% of the portfolio, ranked #31.

Goldstein Munger & Associates first reported a position in SCHE in Q1 2016 and has held it in 27 quarters since. The position peaked at $864K in Q4 2019. 676 funds tracked by Wall St. Rank hold SCHE as of Q3 2022.

  • Goldstein Munger & Associates held 10,752 shares of Schwab Emerging Markets Equity ETF worth $241K as of Q3 2022.
  • Goldstein Munger & Associates left its Schwab Emerging Markets Equity ETF share count unchanged in Q3 2022.
  • Schwab Emerging Markets Equity ETF made up 0.08% of Goldstein Munger & Associates's portfolio in Q3 2022, its #31 holding.
  • Goldstein Munger & Associates first reported a position in Schwab Emerging Markets Equity ETF in Q1 2016 and has held it in 27 quarters since.
  • Goldstein Munger & Associates's Schwab Emerging Markets Equity ETF position peaked at $864K in Q4 2019.
  • 676 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2022.

Based on Goldstein Munger & Associates's 13F filing for Q3 2022, filed 8 Nov 2022.