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Guidance Point Advisors’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

Guidance Point Advisors’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
-905
Closed -$27K – 340
2021
Q3 		$27K Buy
+905
New +$28.3K 0.01% 190

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 $10B AUM 15.14% 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
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

Guidance Point Advisors's SCHE Position: Q4 2021 in Review

Guidance Point Advisors sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2021, closing a stake of 905 shares — an estimated $27K sold.

Guidance Point Advisors first reported a position in SCHE in Q3 2021 and held it in 1 quarter. The position peaked at $27K in Q3 2021. 734 funds tracked by Wall St. Rank hold SCHE as of Q4 2021.

  • Guidance Point Advisors reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2021 after selling out during the quarter.
  • Guidance Point Advisors sold 905 Schwab Emerging Markets Equity ETF shares in Q4 2021, an estimated $27K.
  • Guidance Point Advisors first reported a position in Schwab Emerging Markets Equity ETF in Q3 2021 and held it in 1 quarter.
  • Guidance Point Advisors's Schwab Emerging Markets Equity ETF position peaked at $27K in Q3 2021.
  • 734 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2021.

Based on Guidance Point Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.