GI
SCHE icon

Gradient Investments’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Gradient Investments’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
Q3 		– Sell
-1,034
Closed -$27.5K – 1077
2024
Q2 		$27.5K Sell
1,034
-232
-18% -$6.05K ﹤0.01% 588
2024
Q1 		$32K Buy
1,266
+669
+112% +$16.4K ﹤0.01% 478
2023
Q4 		$14.8K Sell
597
-382
-39% -$9.19K ﹤0.01% 762
2023
Q3 		$23.4K Buy
979
+838
+594% +$20.8K ﹤0.01% 647
2023
Q2 		$3.47K Buy
+141
New +$3.44K ﹤0.01% 1040
2023
Q1 		– Sell
-6
Closed -$142 – 1626
2022
Q4 		$142 Buy
+6
New +$140 ﹤0.01% 1416
2022
Q2 		– Sell
-75
Closed -$2K – 1358
2022
Q1 		$2K Buy
+75
New +$2.17K ﹤0.01% 1059
2021
Q1 		– Sell
-35
Closed -$1K – 1267
2020
Q4 		$1K Hold
35
– – ﹤0.01% 1081
2020
Q3 		$1K Hold
35
– – ﹤0.01% 1086
2020
Q2 		$1K Sell
35
-103
-75% -$2.34K ﹤0.01% 1000
2020
Q1 		$3K Sell
138
-22,068
-99% -$552K ﹤0.01% 873
2019
Q4 		$608K Buy
22,206
+775
+4% +$20.4K 0.03% 210
2019
Q3 		$539K Sell
21,431
-835
-4% -$21.2K 0.03% 219
2019
Q2 		$584K Buy
22,266
+9,936
+81% +$257K 0.03% 218
2019
Q1 		$321K Sell
12,330
-8,255
-40% -$209K 0.02% 213
2018
Q4 		$484K Buy
20,585
+1,157
+6% +$28K 0.03% 182
2018
Q3 		$499K Buy
19,428
+812
+4% +$21K 0.03% 195
2018
Q2 		$482K Buy
18,616
+4,121
+28% +$113K 0.03% 191
2018
Q1 		$416K Buy
14,495
+687
+5% +$20.1K 0.02% 198
2017
Q4 		$386K Sell
13,808
-282
-2% -$7.78K 0.02% 210
2017
Q3 		$379K Buy
14,090
+160
+1% +$4.24K 0.02% 179
2017
Q2 		$346K Buy
13,930
+1,488
+12% +$36.6K 0.02% 185
2017
Q1 		$298K Sell
12,442
-537
-4% -$12.5K 0.02% 165
2016
Q4 		$280K Sell
12,979
-522
-4% -$11.7K 0.02% 165
2016
Q3 		$311K Buy
13,501
+69
+0.5% +$1.56K 0.03% 160
2016
Q2 		$286K Buy
13,432
+115
+0.9% +$2.36K 0.03% 160
2016
Q1 		$277K Buy
13,317
+6,786
+104% +$128K 0.03% 154
2015
Q4 		$127K Buy
+6,531
New +$137K 0.02% 197

Other funds holding SCHE

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Gradient Investments's SCHE Position: Q3 2024 in Review

Gradient Investments sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q3 2024, closing a stake of 1,034 shares — an estimated $27.5K sold.

Gradient Investments first reported a position in SCHE in Q4 2015 and held it in 28 quarters. The position peaked at $608K in Q4 2019. 727 funds tracked by Wall St. Rank hold SCHE as of Q3 2024.

  • Gradient Investments reported no remaining Schwab Emerging Markets Equity ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 1,034 Schwab Emerging Markets Equity ETF shares in Q3 2024, an estimated $27.5K.
  • Gradient Investments first reported a position in Schwab Emerging Markets Equity ETF in Q4 2015 and held it in 28 quarters.
  • Gradient Investments's Schwab Emerging Markets Equity ETF position peaked at $608K in Q4 2019.
  • 727 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.