GWM
SCHE icon

Greenhouse Wealth Management’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Greenhouse Wealth 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
Q1 		– Sell
-3,912
Closed -$120K – 109
2020
Q4 		$120K Buy
+3,912
New +$113K 0.12% 68

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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
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
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Greenhouse Wealth Management's SCHE Position: Q1 2021 in Review

Greenhouse Wealth Management sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q1 2021, closing a stake of 3,912 shares — an estimated $120K sold.

Greenhouse Wealth Management first reported a position in SCHE in Q4 2020 and held it in 1 quarter. The position peaked at $120K in Q4 2020. 667 funds tracked by Wall St. Rank hold SCHE as of Q1 2021.

  • Greenhouse Wealth Management reported no remaining Schwab Emerging Markets Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Greenhouse Wealth Management sold 3,912 Schwab Emerging Markets Equity ETF shares in Q1 2021, an estimated $120K.
  • Greenhouse Wealth Management first reported a position in Schwab Emerging Markets Equity ETF in Q4 2020 and held it in 1 quarter.
  • Greenhouse Wealth Management's Schwab Emerging Markets Equity ETF position peaked at $120K in Q4 2020.
  • 667 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q1 2021.

Based on Greenhouse Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.