GW
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GW & Wade’s Schwab Emerging Markets Equity ETF SCHE Stock Holding History

GW & Wade’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
Q4 		– Sell
-30,203
Closed -$677K – 404
2022
Q3 		$677K Sell
30,203
-518
-2% -$12.8K 0.03% 208
2022
Q2 		$780K Sell
30,721
-171
-0.6% -$4.47K 0.04% 205
2022
Q1 		$858K Buy
+30,892
New +$894K 0.04% 195
2021
Q3 		– Sell
-28,334
Closed -$932K – 391
2021
Q2 		$932K Buy
+28,334
New +$919K 0.04% 191

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GW & Wade's SCHE Position: Q4 2022 in Review

GW & Wade sold out of Schwab Emerging Markets Equity ETF (SCHE) in Q4 2022, closing a stake of 30,203 shares — an estimated $677K sold.

GW & Wade first reported a position in SCHE in Q2 2021 and held it in 4 quarters. The position peaked at $932K in Q2 2021. 712 funds tracked by Wall St. Rank hold SCHE as of Q4 2022.

  • GW & Wade reported no remaining Schwab Emerging Markets Equity ETF position as of Q4 2022 after selling out during the quarter.
  • GW & Wade sold 30,203 Schwab Emerging Markets Equity ETF shares in Q4 2022, an estimated $677K.
  • GW & Wade first reported a position in Schwab Emerging Markets Equity ETF in Q2 2021 and held it in 4 quarters.
  • GW & Wade's Schwab Emerging Markets Equity ETF position peaked at $932K in Q2 2021.
  • 712 funds tracked by Wall St. Rank held Schwab Emerging Markets Equity ETF as of Q4 2022.

Based on GW & Wade's 13F filing for Q4 2022, filed 10 Feb 2023.